Gifts that Keep on Giving (Us Headaches): Navigating Complex Giving Arrangements
11:15 AM - 12:15 PM MT
Speaker(s): Adam Pyzdrowski, Principal, CLA, Sarah Hintz, Principal, CliftonLarsonAllen, LLP, Cheryl Heitz, CFO, Fort Lewis College Foundation, Leslee Smith, Executive Director, University of Southern Mississippi Foundation
Competencies: LeadershipBusiness and Financial Acumen
Experience Level: All Levels
Elective Session
We will discuss challenges related to common complex giving arrangements and best practice resolutions that typically require involvement from finance, development, management and other third parties. Our discussion will include split interest agreements, gift repurposing, naming rights and more.