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Education and Training
How to Survive the Dis-Integration of Planned
Giving Programs
Presenter: Robert F. Sharpe, Jr., The Sharpe
Group, Memphis, TN
(Broadcast date: 5/18/05)
Program Description
There is a pronounced trend to carve out marketing, technical
support, donor cultivation and other efforts from the
traditional planned giving role description and assign them
elsewhere. At some point, little or nothing can be left of the
traditional planned giving officer’s job description, hence the
“dis-integration” of the program. This session will point out
the fallacies in many of the current trends and suggest ways
that planned giving officers can be proactive in preventing
unfortunate structural changes to their programs. This
presentation was originally presented at the 2004 National
Conference on Planned Giving.
Learning objectives for this presentation include:
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Basic understanding of split interest trusts.
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Basic understanding of UBIT concerns associated with
difficult gift assets.
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Basic understanding of other concerns raised by
difficult asset gifts and how to address them.
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