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DTSTART:20250924T003000Z
DTEND:20250924T021500Z
LOCATION:The Gordon Hotel, 555 Oak St. Eugene 
UID:2831620250924T003000ZAdvanced Charitable Planning
DTSTAMP:20260714T030204Z
DESCRIPTION:\nPlease join us\n \nTuesday, September 23, 2025 \n \nfrom 5:30 pm - 7:15 pm\n \nfor a buffet dinner and presentation on\n \nAdvanced Charitable Planning \n \nat the\n \nGordon Hotel\n \n \n \nThis session is designed for professional advisors seeking to deepen their understanding of advanced charitable planning strategies. The program will cover how charitable remainder trusts, charitable gift annuities and donor-advised funds can be used to help clients achieve both philanthropic and estate planning goals. We will also cover charitable planning with IRAs both during life and at death and provide a brief overview of the new OBBBA rules and how they will affect your clients’ charitable planning.  \n \n \n \nRebecca Bibleheimer is the Senior Complex Gifts Officer for the [Oregon Community Foundation](http://oregoncf.org/). She provides gift planning assistance to donors who are interested in supporting charitable initiatives throughout Oregon and serves as a subject matter expert on all types of giving vehicles and funding charitable donations with non-cash assets. Rebecca is a public speaker who enjoys educating, empowering, and supporting others in their work in the fields of gift and charitable planning. Prior to joining OCF, Rebecca worked as a philanthropic advisor and planned giving consultant for U.S. Bank Charitable Services Group and as a trusts and estates attorney for a tax boutique law firm. She has over twenty years of experience in these fields. Rebecca is a member of the California State Bar and the Oregon State Bar and holds a Legal Letters Master (LLM) in tax law from the University of Florida, Levin School of Law. Rebecca served on the Board of Trustees for the Oregon Humane Society for 6 years and currently serves on a number of planned giving and investment related nonprofit committees in Portland, Oregon where she lives with her family. She is the Past President for the Northwest Planned Giving Roundtable and has served on their executive committee for over ten years. Rebecca also served on the Board of Directors for the National Association of Charitable Gift Planners and as their conference chair for 2022. Rebecca is currently serving as the conference chair for the Estate Planning Council of Portland’s 2025 annual seminar as well as on their board.\n \n \n \nPlease RSVP by September 8th\n \n \n \n \n
SUMMARY:Advanced Charitable Planning - Eugene Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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