Nuts and Bolts - February 11, 2025

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Changing Lanes: Anticipating the New Wave of Giving
Speaker: Amina Saeed, Senior Trust Advisor/Senior Vice President, Northern Trust

Presentation & Speaker Details

Changing Lanes: Anticipating the New Wave of Giving
In the mid-90s, the Internet introduced new opportunities and planned giving officers were advised to embrace it in order to better serve their donors. We are now in a similar time of change. Which vehicles and technologies should charitable gift planners embrace? Which should be avoided? We will begin by discussing pitfalls to avoid because they can veer you off course, such as charitable LLCs, the misuse of DAFs, and abusive CRAT schemes that the IRS has designated as listed transactions. After that, we will focus on the trends that have the potential to reshape philanthropy in the coming years: the Blockchain, AI, and cryptocurrencies. Join us for an engaging ride!  CFRE: Full participation in Changing Lanes: Anticipating the New Wave of Giving is applicable for 1.0 point in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Amina Saeed, Senior Trust Advisor/Senior Vice President, Northern Trust. Amina is a Senior Vice President in Northern Trust's Wealth Management division, where she administers complex multi-generational trusts and works with clients to design and implement comprehensive estate plans. When she's not at her desk, she loves exploring national parks with her husband and four children. She's been chased by a bison in South Dakota, hiked the Grand Canyon, and enjoyed waterfall rappelling through the Costa Rican rain forest. If you have suggestions for outdoor adventures, Amina would love to hear from you.