Pentera Webinar - Gifts of Personal Property, a New Opportunity During COVID-19?

Presented by:
Joe Bull, J.D.

Webinar Description:

By mid-June the country will be adjusting to the reopening of the economy. For gift planners, this will most likely involve a return to gift conversations with donors. But what will be the mindset of these generous people?

Gifts of appreciated stock will be less attractive if their portfolios have taken a hit. 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, or "tangible 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.

This session will address what types of personal property donors can use for charitable contributions, how donors can best donate it, and the implications for the recipient charity. Please note that this Webinar covers "tangible personal property" and not "real property" (real estate).

About the Presenter:

Joe Bull was assistant vice president of development at Carnegie Mellon University. Prior to this appointment, he served the Columbus Zoo and Aquarium as senior vice president for community engagement and 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.

With 35 years of experience in the philanthropic arena, he began his career at Duke University and North Carolina State University. He 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.

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