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Whitmer - May 2021: Leave a Legacy Month

Educational Philanthropy Gets Ethical Update

Educational Philanthropy Gets Ethical Update March 16, 2021 The standards, guidelines and definitions for reporting the results of educational philanthropy around the world have been updated with new guidance on gift counting, a new definition of educational philanthropy and for the first time, a statement on ethics. The Council for Advancement and Support of Education (CASE) released the CASE Global Reporting Standards. For the first time since its initial publication in 1982, the standards offer a digital subscription and six country-specific supplements. Previously referred to as the CASE Reporting Standards and Management Guidelines, the CASE Global Reporting Standards is a common set of standards, guidelines and definitions for reporting the results of educational philanthropy activities at schools, colleges and universities across the globe.

Gift Planning Group of Northeastern New York rebrands for future

ALBANY, N.Y. — The Gift Planning Group of Northeastern New York has formally changed its name to Charitable Gift Planning Northeastern New York as the non-profit member organization rebrands for the future. The name change and rebrand is a result of strategic changes within the national organization, the National Association of Charitable Gift Planners, and the desire for the local council to be more aligned with national. These changes are the result of nearly two years of member research, environmental analysis and program development, a press release said, noting that the name change was approved by the council members representing the charitable gift planning community.

Webinar For Nonprofits Focuses on Navigating, Accepting IRA Rollover Gifts

Housing and Development Newsletter She served as the president of the Charitable Estate Planning Institute from 2012 and retired in 2016. Hays lectures to groups on estate and charitable planning, probate, living wills, annuities, life insurance, retirement planning, and IRAs, as well as income, estate and gift taxation. Hays earned a bachelor of science in business administration and a J.D degree from Drake University Law School, Des Moines, Iowa. Registration is $15 for members; $20 for non-members. Zoom instructions will be sent after registration. Charitable Gift Planners of Santa Barbara (formerly the Planned Giving Round Table of Santa Barbara) is a professional association for nonprofit development officers and allied professionals in financial, legal, accounting and consulting services. The local council is affiliated with and a chapter of the National Association of Charitable Gift Planners.

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