Webinar 1/22: Joseph O. Bull, “Stress Testing Your Gift Agreements and Naming Policies”

The Pentera Blog

Webinar 1/22: Joseph O. Bull, “Stress Testing Your Gift Agreements and Naming Policies”

Despite good intentions on all sides, it has become a normal part of business in the philanthropic world for planned gifts to result in lawsuits—where donors sue charities, charities sue donors, and donor relatives sue charities.

In this Pentera webinar, Joe Bull, J.D., will share tips for creating planned giving documents that will help prevent gifts from devolving into acrimony and litigation. Based on decades of experience, Joe will explain how to craft agreements that are easy to understand and clearly explain the various aspects of the gift and covering issues that may arise in the future. He also shares how to “stress test” these documents for various situations that may arise.

In this session, you will learn how to:

  • Help your organization craft thoughtful, comprehensive naming policies and procedures.
  • Craft planned giving documents avoiding future misunderstandings.
  • “Stress test” your documents to ensure they can withstand the problems that arise when a good gift turns bad.

You can register for the 1 p.m. ET Webinar here.

Pricing:

*Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our Webinars as a free service.

About the Presenter:

Joe Bull is the founder and principal of Philanthropy Advisory Council, LLC. With 39 years of experience in the philanthropic arena, he has held senior advancement leadership positions at Carnegie Mellon University, The Nature Conservancy, the Columbus Zoo and Aquarium, and Wilmington College. Joe provided 16 years of service to his alma mater, The Ohio State University, primarily as director of planned giving and has also held positions in planned gift development at Duke and North Carolina State Universities. He is the immediate president of the American Council on Gift Annuities and was the 2005 Board chair of the National Association of Charitable Gift Planners. As such, he is only the second person to have held the top leadership position at both of charitable gift planning’s professional organizations. He is admitted to the Ohio and North Carolina bars.