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  • Charitable Gifts of Complex Assets: Preparing for the Next Wave of Transformational Giving

    • 05/27/2026
    • 12:00 PM - 1:15 PM
    • WEBINAR
    Register

    Program Description

    The next generation of sophisticated wealth owners (entrepreneurs, business owners, and philanthropists) has access to a tremendous amount of non-traditional assets and is now using these assets for charitable gifts. While these gifts can be transformative for the donor and their nonprofit partners, the tax rules governing these assets are complex, with many traps for the unwary.

    This session will discuss the structure and income, estate, gift tax consequences and legal issues of charitable gifts of illiquid securities, closely held business interests (C corporations, S corporations, partnerships), retirement plans, artwork, bitcoin, stock options, deferred compensation, private equity, hedge funds, carried interests, life insurance, real estate, intellectual property, and luxury goods like cars, boats and planes. It is imperative that gift planners can identify, evaluate, and understand the ever-changing tax laws, compliance issues and substantiation rules unique to each type of asset.

    Attendees will learn from firsthand experiences and real-world examples how high-net-worth individuals work creatively with their advisors and nonprofits to build their legacy outside the bounds of cash and marketable securities, while avoiding costly tax mistakes.

     Meet Our Presenter

    Jere Doyle: Jeremiah W. Doyle, IV is a Senior Vice President and estate planning strategist for BNY Mellon Wealth Management. He has been with the firm since 1981. Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax-efficient manner. Jere is admitted to practice law in the Commonwealth of Massachusetts and a lecturer in law in the Graduate Tax Program at Boston University School of Law. He was named the "Estate Planner of the Year" in 2009 by the Boston Estate Planning Council. He has spoken at numerous professional education programs throughout the country on various topics and been quoted in numerous business publications.  


    This webinar is prerecorded and a recording will be shared after the presentation.

    A Zoom link will be sent out the day before the webinar.

    Member Registration – $15.00

    Non-Member Registration – $20.00

    Show details

Older/Archived Programs: Members: Log in to access past program materials for events marked with *

2024 Programs

09/26/2024: Lessons from History: Reviewing Past Planned Gifts to Influence Future Successes with Brian Casey and Carrick Davis, U.C. Davis
07/25/2024: P.I.V.O.T. to Turn Planned Gift Inquiries into Planned Gifts with Karen Piel & Delinda Rood
05/23/2024: Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program with Joe Bull
04/25/2024: Who Can You Trust to be Your Trustee? Trust Department & Private Fiduciary Panel with Tammi Griswold, Alysia Corell and Walcott & Hartin
04/04/2024: Weaving Planned Giving Into Your Donor Conversations with Melanie J. Norton, Senior Philanthropic Advisor, US Bank
02/15/2024: Gift Acceptance Policies: A Call to Action! with Michael Davis, Senior Philanthropic Advisor, U.S. Bank

2023 Programs

12/21/2023: Annual Meeting and Holiday Mixer
10/19/2023: Negotiating for Success 2.0 with Michael T. Colatrella, Jr., McGeorge School of Law
09/21/2023: Philanthropy Always Sounds Like Someone Else: A Portrait of High Net Worth Donors of Color with Hali Lee, Radiant Strategies
08/17/2023: Empowering Non-Profits: Creative Strategies for Prospect Research and Planned Giving with Brian Casey, Carrick Davis, and Becky Cuneo, UC Davis
06/15/2023: Creating Donor Momentum with Sequential Marketing for Planned Gifts and Major Gifts of Assets with Andy Ragone, CGPP and Kimberly Jetton, Pleiades Nonprofit Advisors
05/18/2023: 10 Warning Signs of Alzheimer's with Alexandra Castillo-Weisgerber, LCSW, Alzheimer’s Association, Northern California & Northern Nevada Chapter
03/16/2023: Demystifying Estate Planning – Exploring the Myths and Realities of Proper Planning with Rebecca A. Gardner, HMS Law Group LLP
02/16/2023: Knives out! What You Need to Know About Trust and Estate Disputes with Jeff Galvin and Jake Smite, Downey Brand LLP

2022 Programs

11/17/2022: Annual Member Meeting with Michael T. Colatrella, Jr., McGeorge School of Law
10/20/2022: Making a Mark: How Donors Can Use Their Replacement Plans to Create a Charitable Legacy with Monika Reyes
09/15/2022: Planned Giving 101 Workshop with Craig Wruck
08/18/2022: Friends for Life: Stewarding Planned Gifts with Lisa M. Chmiola, M.S., CFRE ()*
04/21/2022: The Top Three Ways to Use Life Insurance in Charitable Planning with Paul M. Caspersen, CFP, MS, AEP ()*
03/17/2022: Doing DAFs Right & Why You Should be Leveraging DAFs to Achieve Long-Term Fundraising Success with David Russo and Lisa Barr ()*
02/17/2022: Family Foundations: The Next Generation with Vivian Long, Executive Director, Long Family Foundation ()*

2021 Programs

11/18/2021: CFRE, CSPG, CAP Fundraising Certifications: What's the Difference and What's Right for Me? A panel discussion
10/21/2021: Inside the Mind of the Planned Giving Donor: What Neuroimaging and Experimental Research Reveal About Donor Motivations
09/16/2021: Incorporating Planned Giving in your Year-end Giving Program
08/19/2021: The Future for Social Justice and Philanthropy
06/17/2021: Strengthening Your Virtual Ask
05/20/2021: Utilizing Transitions and Building Donor Understanding
04/15/2021: Qualification Essentials and the Use of Probing Questions
03/18/2021: Understanding Trends and Building Confidence

Note: Current Members can log-in to access past program materials.

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Elk Grove, CA 95624