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Product ID: 397065EAU
 
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Advantages and Disadvantages of Non-Cash Gifts

OnDemand Webinar (80 minutes)

Learn how non-cash gifts can work for your nonprofit and help you meet your goals.

Non-cash assets represent a significant portion of individual wealth. As a result, gifts of these assets are an important source of philanthropy for charitable organizations. Review the advantages and disadvantages of non-cash gifts. Review the rules for substantiation and acknowledgement of non-cash gifts, determining value for tax benefits as well as gift acceptance policies and procedures. Explore the unique planning issues for specific types of non-cash gifts such as real estate, tangible personal property and intangible personal property. Receive an explanation of the tax benefits and other issues associated with these non-cash gifts.

Authors

Philip M. Purcell, Esq, Ball State University Foundation

Agenda

Potential of Non-Cash Gifts

  • Portfolio of Assets
  • Tax Benefits
  • Types of Non-Cash Gifts

Protocols for Non-Cash Gifts

  • Acknowledgement and Substantiation
  • Qualified Independent Appraisals
  • Gift Acceptance Policies and Procedures

Considerations for Types of Non-Cash Gifts

  • Real Estate
  • Tangible Personal Property
  • Intangible Personal Property

Additional Formats

Audio & Reference ManualMore Info