Planned Gift Tech

Common Gift Planning Mistakes and the Means to Avoid Them

Bill Knox
Ngan Raskin

THURSDAY, OCTOBER 3, 3:30 – 5:00 p.m.


This session will present common mistakes made during the planning, funding and administration phases of various planned gifts. The session will focus on bequests, charitable gift annuities, split-interest trusts and donor advised funds as participants consider a variety of situations and potential roadblocks common to each. Attendees will learn how to spot issues during the planning phase, how to handle issues as they arise and how to prevent most issues before they occur. The session will be a fun, interactive journey through gift lifecycles where attendees learn from mistakes and discover how to avoid making them in the first place.

Learning Objectives

  1. Anticipate common problems and traps in the lifecyle of various gift plans.
  2. Discover how proper drafting and review prepare a gift plan for changes that are over the horizon.
  3. Learn how to triage and cure mistakes to save a gift plan from administrative errors.


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Bill Knox

Director of Technical Consulting, TIAA Kaspick

Bill Knox is the Director of Technical Consulting for TIAA Kaspick. He provides expert tax and technical advice to Kaspick and its clients on all aspects of charitable organizations, estate planning, charitable giving and gift administration. Bill has worked in the field of philanthropy for more than 15 years and regularly presents on a variety of estate and gift planning topics at both regional and national events. Bill has a BA from the California State University, Chico. He received his JD from the Columbus School of Law at the Catholic University of America in Washington, DC and his LL.M in Tax from Loyola Law School, Los Angeles, CA.

Ngan Raskin

Senior Planned Gift Technical Consultant, TIAA Kaspick

Prior to joining TIAA Kaspick in 2011, Ngan was a planned giving consultant and a registered tax preparer specializing in high net worth clients. She previously practiced law in the areas of trust and estate planning, immigration and family law. Ngan is currently President of the Northern California Planned Giving Council and a member of the Bay Area Tax Lawyers Association. She received a JD from the University of San Francisco, School of Law and a Masters of Law in Taxation from Boston University School of Law.