Planned Giving Webinars

Notre Dame's Office of Gift Planning hosts complimentary webinars on a variety of gift planning topics. Upcoming events and recordings of past webinars are available below.

Investing During Uncertain Times Webinar

On Tuesday, May 12, 2020 the University of Notre Dame hosted our Investing During Uncertain Times webinar. Guest speaker Jeff DeHaan, CFP, Partner with Clearwater Capital Partners discussed:

  • The power of diversification
  • Outlook going forward
  • Dangers of reacting to markets
  • Income production in a low rate world
  • Retirement planning

A full recording of this event is available here

If you have any questions regarding this webinar, please contact us at pgiving@nd.edu.

Year-End Tax Charitable Planning Webinar

On Thursday, November 14, 2019 the University of Notre Dame hosted a Year-End Charitable Planning webinar. Guest speaker Alisa M. Shin, J.D., Senior Wealth Planner with Vanguard discussed:

  • Gifting appreciated securities vs. cash
  • Bunching of charitable deductions using a DAF or private foundation
  • IRA Charitable Rollovers
  • Bequests of retirement assets
  • CRTs and Testamentary CRTs

A full recording of this event is available here

To learn more about how charitable giving strategies can help you, download our complimentary brochure The Tax Cuts and Jobs Act of 2017, Strategies for 2019 Charitable Giving .

If you have any questions regarding this webinar, please contact us at 574-631-7164 or pgiving@nd.edu.

The University of Notre Dame is an educational institution and does not provide tax, legal or financial advice. Any document or information shared by our staff is intended to be educational. Notre Dame strongly encourages all our benefactors to seek counsel from their own legal and financial advisors. Please know that any information shared by Notre Dame cannot be used to avoid tax-related penalties.

The University is not affiliated in any manner with Vanguard and is providing this webinar as an educational service to our benefactors. The views expressed in this webinar are those solely of Vanguard.

Estate Planning 101

Notre Dame's Complimentary Estate Planning 101 Webinar

On Thursday, May 9, 2019 the University of Notre Dame hosted an Estate Planning 101 webinar. Guest speaker Anthony McCormick, Trust and Estate Planning Counsel with Perkins Coie discussed:

  • The importance of estate planning, to ensure your intentions have been documented;
  • Estate planning strategies that utilize a variety of tax-advantageous techniques that can increase your family's security both now and in the future; and
  • How legacy gifts can help you impact your philanthropic priorities without parting with assets during your lifetime.

A full recording of this event is available here

For more information on creating your personal legacy contact us at 574-631-7164 or pgiving@nd.edu.

The University of Notre Dame is an educational institution and does not provide tax, legal or financial advice. Any document or information shared by our staff is intended to be educational. Notre Dame strongly encourages all our benefactors to seek counsel from their own legal and financial advisors. Please know that any information shared by Notre Dame cannot be used to avoid tax-related penalties.

The University is not affiliated in any manner with Perkins Coie and is providing this webinar as an educational service to our benefactors. The views expressed in this webinar are those solely of Perkins Coie.

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