Planned Giving Council of Eastern Wisconsin



Insights from Sharpe newkirk® on Blended Gifts & Giving Plans to Support and Encourage Values

Thursday, September 19, 2019

The Woman's Club of Wisconsin

Please join us for this double header program focused on Charitable Giving structures featuring Barlow T. Mann, J.D. from Sharpe newkirk®. The pre-lunch session will provide an overview of blended gifts, and the post-lunch session will focus on structures that allow donors to give to charity in ways to serve the betterment of society as well as encouraging the value of responsibly donating by future generations.

10:30 - 11:30 AM 
Pre-Lunch Session: Blended Gifts & The Role of Taxes

Learn why the economic recovery, changes in the US donor population and changing tax incentives are changing how many charitable gifts are structured, and why donors and advisors will increasingly turn to gifts that feature both current and future benefits.  And, while taxes are not the primary motivator for gifts, and often can be over emphasized, a balanced understanding of the taxes involved in blended gifts is important and necessary to closing these gifts.  This session will introduce the basics of income, estate and gift taxes in regard to blended gifts. 

 11:30 AM  - 12:30 PM
Lunch & Networking

12:30 - 1:30 P PM
Post-Lunch Session:  The Prevention and Cure of Affluenza

For the wealthy, determining how much inherited wealth to leave children, without lessening their personal potential is always a challenge.  This session explores how to design and implement plans that provide financial security for subsequent generations, while also encouraging the joyful value of responsibly contributing to the betterment of society. Topics discussed include, providing for family through a term of years charitable remainder trust, providing for education or business start-up, and deferred charitable gift annuities.


Planned Giving Workshop Series

Each year, the Planned Giving Council of Eastern Wisconsin offers a comprehensive series of planned giving workshops.

Clues and Cues - Basic Charitable Gift Planning Concepts You Can Use

If you are new to the area of gift planning or if you have some experience and would like to sharpen your skills, we encourage you to attend the Planned Giving Council’s annual Planned Giving Workshops.

Topics: This practical, interactive course will teach you everything you need to know about setting up and running a planned giving program (and then some). The topics we will cover include:

  • Understanding the basic planned giving vehicles
  • Designing policies and procedures for a successful planned giving program
  • Understanding tax concepts that are essential to gift planning
  • Identifying planned giving prospects
  • Marketing your planned giving program
  • Matching a donor with the appropriate planned giving vehicle