If you raise funds in the US, you need to understand the options that are uniquely attractive to American donors to ensure you benefit from the wealth transfer already underway. Your donors are increasingly using these techniques routinely, and you need a working knowledge of them, and how to reconcile them with regulations applying to non-US charities raising funds in the USA. Imperial College London has started bringing American gift planning techniques mainstream. We will help you think about how you can also respond to this growing trend while complying with IRS regulations.
This session is relevant to everyone raising funds in the US, whether in regular giving, mid-value, legacies, major or principal gifts.