Enforcing Charitable Pledges and Defensive Estate Planning for Nonprofits

Over the next 25 years, it is estimated that baby boomers will transfer more than $60 billion, and studies show that a significant portion of that wealth will pass into the hands of nonprofit organizations and charities. After securing the promise of a future gift from a donor, it is critical for these organizations to work proactively to protect those gifts from challenges after the donor passes. Please join us as we discuss how organizations can ensure that significant pledges upon which the beneficiary intends to rely become enforceable contracts. We also will discuss protecting and collecting on-death gifts from donors and ensuring their wishes are respected. 

Time

8:30 a.m. – 9:30 a.m. PST 
9:30 a.m. – 10:30 a.m. MST
10:30 a.m. – 11:30 a.m. CST
11:30 a.m. – 12:30 p.m. EST
4:30 p.m. – 5:30 p.m. GMT

Have a scheduling conflict? Register for the live event, and we'll send you the on-demand recording shortly after the broadcast date.

Continuing Education: Applications for CLE credit will be submitted in California, Colorado, Illinois, Indiana, Iowa and Minnesota. Credit will also be available in the following states due to reciprocity: Alaska, Arkansas, Maine, Montana, New Jersey, New York and North Dakota.

Questions: If you have questions about this program, please contact Kassie Weld or call +1 612 766 7308.