Insights from Sharpe newkirk® on
Blended Gifts & Giving Plans
to Support and Encourage Values

Thursday, September 19, 2019

The Woman's Club of Wisconsin

Please join us for this double header program focused on Charitable Giving structures featuring Barlow T. Mann, J.D. from Sharpe newkirk®. The pre-lunch session will provide an overview of blended gifts, and the post-lunch session will focus on structures that allow donors to give to charity in ways to serve the betterment of society as well as encouraging the value of responsibly donating by future generations.

2.0 CFP credit applied for

10:30 - 11:30 AM 
Pre-Lunch Session: Blended Gifts & The Role of Taxes

Learn why the economic recovery, changes in the US donor population and changing tax incentives are changing how many charitable gifts are structured, and why donors and advisors will increasingly turn to gifts that feature both current and future benefits.  And, while taxes are not the primary motivator for gifts, and often can be over emphasized, a balanced understanding of the taxes involved in blended gifts is important and necessary to closing these gifts.  This session will introduce the basics of income, estate and gift taxes in regard to blended gifts. 

 11:30 AM  - 12:30 PM
Lunch & Networking

12:30 - 1:30 P PM
Post-Lunch Session:  The Prevention and Cure of Affluenza

For the wealthy, determining how much inherited wealth to leave children, without lessening their personal potential is always a challenge.  This session explores how to design and implement plans that provide financial security for subsequent generations, while also encouraging the joyful value of responsibly contributing to the betterment of society. Topics discussed include, providing for family through a term of years charitable remainder trust, providing for education or business start-up, and deferred charitable gift annuities.

Barlow T. Mann, J.D. SHARPE newkirk Executive Vice President and Chief Operating Officer

Barlow T. Mann, J.D., has more than four decades of experience in charitable gift planning and serves as executive vice president and chief operating officer of SHARPE newkirk. Before joining SHARPE, he was director of development at the University of Tennessee Health Science Center where he was responsible for current, deferred and capital giving for the colleges of medicine, pharmacy, dentistry, nursing and allied health.

He also has served as director of planned giving for the University of Memphis. He coordinated resource development projects with the Crippled Children’s Hospital Foundation and the University of Tennessee Bowld Hospital.

Barlow has been a member of the American and Tennessee Bar Associations and has authored articles on planned giving for Planned Giving Today, Trusts & Estates Magazine, The Journal of Gift Planning and Fundraising Management, and his commentaries have been featured in The Chronicle of Philanthropy and The NonProfit Times. Barlow has been a frequent speaker for numerous local and national fundraising groups for more than 30 years, including the AHP Madison Institute, National Planned Giving Institutes, Association of Fundraising Professionals, the National Association of Charitable Gift Planners, the American Council on Gift Annuities, the National Catholic Development Conference and others. He is a graduate of Tulane University and the University of Memphis School of Law.

His topic list includes taxes and giving; A, B, Cs of Planned Giving; Discovering America’s Most Generous Givers; and Trends in Giving. He possesses a combination of legal, technical and creative skills that can be applied to meet the specific needs of each client.