Pentera Webinar - Deal or Dilemma: Gifts of Noncash Assets

Presented by:
J. Edward Sandifer, J.D.
Indianapolis Zoological Society, Inc.

Webinar Description:

Is cash really king? In a recent examination of one million federal income-tax returns conducted by renowned Texas Tech University professor Russell James, James reported that only 2% to 3% of actual wealth is held in cash accounts. We will focus on the remaining 97% of wealth in America: noncash assets.

This presentation will provide a fundamental overview of various noncash assets, their benefits, and their pitfalls. It will also explore the interrelated publications that have been issued by the Internal Revenue Service as guidance to the charity, the donor, and the donor's advisor. We will conclude by examining a couple case studies that highlight how gifts of noncash assets can be a great deal or a real dilemma.

About the Presenter:

Ed Sandifer serves as the planned and major gifts officer for the Indianapolis Zoo, joining the Zoo in 2002. Ed began his career in philanthropy in 1999 as director of planned giving at Marian College (now Marian University) in Indianapolis while concurrently serving as assistant counsel to the Indiana State Senate. Ed previously served as an attorney in private practice focusing on estate planning, probate, real estate, and family law matters.

Ed currently serves on the board of directors of the National Association of Charitable Gift Planners. He is a member and former president of the Charitable Gift Planners of Indiana, and he is also a member of the Association of Fundraising Professionals, Indiana Chapter. Ed received his B.A. from Indiana University and his J.D. from Indiana University McKinney School of Law.

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