About the Event:

Cost: Member - $15 | Non-Member: $15

Using beneficiary designations to transfer charitable gifts at death can be an important tax and estate planning tool for our donors and clients. Unfortunately, many financial institutions have little experience with charitable gifts and may interpret the rules in a way that requires you to give out the personal social security numbers of your leadership. In this session, Lauren will share ways you can minimize these challenges, both ahead of time and while working with the financial institutions.

About the Presenter:

Lauren M. Gersch, JD

Fred Hutchinson Cancer Center

Lauren M. Gersch, JD, currently works at Fred Hutchinson Cancer Research Center as the Senior Manager, Planned Giving. In this role, she manages Fred Hutch’s open estates and trusts, and life income gift program. She also generates proposals and essential planned gift documents for prospects, benefactors and allied professionals. Prior to Fred Hutch, Lauren managed a small, community foundation. After more than fifteen years in nonprofit work, Lauren can say one thing with certainty – planned gifts make the best stories!