Presenter: Jeremy D. Arkin, Assistant Vice President of Gift Planning, Duke University
Anne Morrison Bradley, Assoc. Director of Gift Planning, Duke University

This session will review recent legislation — the Tax Cuts and Jobs Act, the SECURE Act & the CARES Act and their potential impact on planned giving. They will also discuss three opportunities in the current interest economic environment:
1) Increased Estate Planning Activity
2) Life Income Gifts
3) Low Interest Rates

Finally, Jeremy and Anne will share cues to listen for when meeting with your clients/donors.

Sponsor: Community Foundation for Southeast Michigan