Year-End Gifting Strategies for Your Donors’ Appreciated Securities

Webinar Recording: A bright spot of the last year is that many donors may have appreciated stock to donate to their favorite charities. Our partners at WealthSouth join us for a webinar to discuss the recent performance of investment markets during the pandemic and how that may impact your interaction with donors. Topics include communicating this gifting opportunity with your donors, types of potential gifting opportunities, how the change in Individual Retirement Account (IRA) rules may have created a new opportunity for the development efforts of nonprofits, and policy and partner considerations for your organization when accepting gifts of stock. Led by James Fereday, Chief Investment Officer; Tim Yessin, Wealth Management Advisor; and Clint Long, Director of Nonprofit Services with WealthSouth.