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Gift Agreements for Perpetuity (Luncheon| Zoom Option Available)

Thursday, September 28, 2023
12:00 pm2:00 pm
Walsh College, 3838 Livernois, Troy

Presenter: Samuel E. Nuxoll, Associate General Counsel, University of Michigan

Preserving a donor’s wishes in writing can be important for the administration of current and planned gifts, especially for the long term.  Sam will discuss when and why it is appropriate to have agreements with donors for their current and planned gifts.  He will talk about the elements of agreements and what should and should not be negotiable. 

Plus: A Tax & Legislative Update by Laura Brownfield,
General Counsel, Community Foundation for Southeast Michigan.

Fee Sponsor: Credit Union Trust
Location Sponsor: Walsh College

Approved for 1.0 CFRE CE credits in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.