Trends in Gift and Estate Planning
March 31, 2022
Presenter: Rebecca Bibleheimer
Between sunsetting tax provisions currently in place and constantly changing proposals for new tax laws, charitable and estate planning has experienced some major priority shifts and new levels of uncertainty. This session will explore how tax code changes and other recent legislation have affected priorities in planning that have shaped our donors’ goals and how our gift planning tools can be used to creatively meet these changing planning needs and priorities. Topics explored will include the use of life income gifts for various tax planning needs, charitable planning for retirement assets in the wake of the SECURE Act, and accepting charitable gifts of cryptocurrency.
Rebecca is the Senior Complex Gifts Officer for the Oregon Community Foundation. She provides gift planning assistance to donors who are interested in supporting charitable initiatives throughout Oregon and serves as a subject matter expert on all types of giving vehicles and funding charitable donations with non-cash assets. Rebecca is a public speaker who enjoys educating, empowering, and supporting others in their work in the fields of gift and charitable planning. Prior to joining OCF, Rebecca worked as a philanthropic advisor and planned giving consultant for U.S. Bank Charitable Services Group and as a trusts and estates attorney for a tax boutique law firm. She has almost twenty years of experience in these fields. Rebecca is a member of the California State Bar and the Oregon State Bar and holds a Legal Letters Master (LLM) in tax law from the University of Florida, Levin School of Law. Rebecca served on the Board of Trustees for the Oregon Humane Society for 6 years and currently serves on a number of planned giving and investment-related nonprofit committees in Portland, Oregon where she lives with her family. She is the Past President for the Northwest Planned Giving Roundtable and has served on their executive committee for over ten years. Rebecca is also currently serving on the Board of Directors for the National Association of Charitable Gift Planners and as their conference chair for 2022.