NE MCLE #194717. 1.0 CLE Hours (Distance Learning)
**Webinars are conducted via the GoToMeeting platform. Click here for system requirements.
$65 – Regular Registration
$50 – NSBA Voluntary Dues-Paying Member
$25– NSBA Voluntary Dues-Paying Member Junior Actives
Free – Law students
The presentation will include a discussion about the reasons and purposes for a comprehensive gift acceptance policy, proper gift valuation procedures, best practices for gift acknowledgement, and various tax and legal considerations, including applicable Treasury Regulations, Internal Revenue Codes and Revenue Rulings. Subjects to be discussed include charitable gift annuities, the tax, legal, and practical factors to consider when determining whether or not to accept gifts of real estate, insurance policies, securities, artwork and other tangible personal property, digital currencies and other unique gifts, and situations in which a qualified appraisal is required.
Matt Darling, Vice President of Donor Services, Omaha Community Foundation: Matt Darling is the Vice President of Donor Services at the Omaha Community Foundation, where he focuses on working with the many people who donate to the greater Omaha community through the foundation. Darling, helps further improve the services provided to the donors served by the Omaha Community Foundation.
Darling’s main responsibilities are to build relationships with new donors, work closely with current donors and family foundations, and cultivate relationships within the financial advising community. He maintains an in-depth knowledge of all the tools used in giving and the benefits provided by each. Darling works with the foundation staff to know the issues and needs within our community and translate those needs to the people who wish to donate. In doing this, Darling helps the foundation’s mission of promoting philanthropy in our community. Darling is a graduate of Hastings College.
Howard Epstein, Executive Director, The Jewish Federation of Omaha Foundation: Howard Epstein is the Executive Director of The Jewish Federation of Omaha Foundation. The Foundation is responsible for building financial resources for Omaha’s Jewish Community, in particular, the Jewish Federation of Omaha, and allocating funds to support Jewish communal services in order to help assure the continuity and stability of Jewish life in Omaha. He received his professional designation as a Chartered Advisor in Philanthropy (CAP) from the American College in February, 2014, and was an active participant in the 2013 Omaha, Nebraska CAP Study Group. Mr. Epstein received his J.D. from Creighton University School of Law.