The Pentera Blog
Free Pentera Webinar on June 18 Features Joe Bull Discussing Gifts of Personal Property
Register for the Webinar here.
Joe Bull, assistant vice president of development at Carnegie Mellon University and a Pentera seminar trainer, is featured in a free Pentera Webinar June 18 in a presentation titled "Gifts of Personal Property, a New Opportunity During COVID-19?" The free Webinar is from 1-2 p.m. ET.
"By mid-June the country will be adjusting to the reopening of the economy, and for gift planners this will most likely involve a return to gift conversations with donors," Bull says. "But what will be the mindset of these generous people?"
Bull explains that gifts of appreciated stock will be less attractive if donors’ portfolios have taken a hit, and some donors are likely to be examining downsizing. If so, they might have valuable stuff that will not fit in the new, smaller home. Valuable items of personal property could be given to their favorite charitable organization rather than being sold.
"Gifts of personal property will provide gift planners a different gift vehicle to discuss with donors, whether or not they are downsizing," Bull says.
The Webinar will address:
- What types of personal property donors can use for charitable contributions.
- How donors can best donate personal property.
- The implications for the recipient charity.
Joe Bull has 35 years of experience in the philanthropic arena and currently serves as assistant vice president of development at Carnegie Mellon University. Prior to that appointment, he served the Columbus Zoo and Aquarium as senior vice president for community engagement and served The Nature Conservancy as senior philanthropy officer for global priorities. Joe provided 16 years of service to his alma mater, The Ohio State University, primarily as director of planned giving. He began his career at Duke University and North Carolina State University.
Joe was the 2005 board chair of the National Association of Charitable Gift Planners and is currently a member of the American Council on Gift Annuities board of directors. He was a member of the Editorial Advisory Board for Planned Giving Today for 15 years and is past president of the Central Ohio and North Carolina Planned Giving Councils. He is admitted to the Ohio and North Carolina bars.
In support of the planned giving community, Pentera is offering a series of Webinars as a free service during this crisis. You can register here.
