December 1, 2021 – The climate for charitable gift planning: is it safe to come out yet?

December 1, 2021 @ 12:00 pm – 1:15 pm
Dale Abrams

The Climate for Charitable Gift Planning: Is it safe to come out yet?

December 1, 2021

Craig Wruck

Change has been so relentless over the past couple of years that adapting to continuous change has become an essential survival skill.  Anticipating changes in tax law is usually a fool’s errand, these days doubly so.  The balance of power in Congress hangs by the slimmest of margins and become hard to tell what the word consensus even means.
Still, we need to prepare; decisions are being made – may have been made by the time of our meeting – which will affect the tools of charitable gift planning and the ability of our donors to our donors to give.
In this session we will present a brief review of the legislative and regulatory process, consider the current status of proposals that could affect charitable giving, and examine the potential impact on donor behavior.
Craig Wruck’s experience in charitable giving spans more than 40 years in leadership positions in both nonprofit and for-profit organizations including the University of Minnesota, California State University, Minnesota State University, Hazelden Foundation, and The Saint Paul Community Foundation as well as U.S. Trust Company, US Bank, and Kaspick & Company.  Craig currently serves as Senior Advisor for PG Calc.
He is past president of the National Association of Charitable Gift Planners and served as a member of its board of directors and chair of its government relations committee.  He is the author of Planned Giving in a Nutshell, a practical guide to planned giving for development generalists.  Craig earned his MBA from the University of St. Thomas and his bachelor’s degree in journalism from the University of Utah.
RSVP Deadline is Noon on Monday, November 29.
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