Stock Donations And Ira Rollovers: Is Your Foundation Ready To Promote And Receive Unique Gifts?

October 2018 | Emily Musser, Vp Client Relations, AMG National Trust Bank; Erik Paulson, Financial Counselor, AMG National Trust Bank; & Hallee Winnie, Executive Director, Pi Beta Phi Foundation

As we approach year-end giving, an understanding of the benefits of unique gifts like stock donations and charitable IRA rollovers can help your foundation be successful. This webinar covers the benefits of these kinds of gifts to your foundation and to your donors, functional considerations for accepting gifts in these formats and stories of success.