Planned Gift Tech

Give it Away Now: Thinking Beyond Retirement Income in Split Interest Gifts

Rebecca Bibleheimer

Friday, October 4, 10:00 – 11:00 a.m.


The unpredictable and unsteady nature of our current tax laws have left your donors' advisors with a challenging and at times formidable environment for charitable and estate planning. The silver lining of this situation is the fertile ground it provides for charitable planning and the opportunity for philanthropic individuals to make their important legacy gifts. Looking beyond retirement income in CRTs and CGAs allows us to explore the ways that these tools can be used for transfer and income tax planning. We will discuss trends and tools that will allow us to keep current with our donors' changing needs and advisors' priorities. We will also explore case studies that will help us better understand the way these tools, when used in unconventional manners, can offer more opportunities for your donors to meet their planning and tax needs in conjunction with honoring their call to support your organization's mission and providing for their loved ones.

Learning Objectives

  1. Understand current estate and charitable planning priorities and challenges that donors' advisors face in structuring their estate plans.
  2. Think more critically about donor's planning and tax needs.
  3. Identify and present creative opportunities for charitable giving in the ways that will best meet donors' needs.


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Rebecca Bibleheimer

Senior Philanthropic Advisor and Vice President, US Bank Charitable Services Group 

Rebecca Bibleheimer is a Senior Philanthropic Advisor and Vice President with the US Bank Charitable Services Group. She works exclusively with tax exempt organizations and individuals with philanthropic intent and her specialty is planned giving. Rebecca previously worked as a trusts and estates attorney for a tax boutique law firm in Portland, Oregon. She graduated cum laude with a Juris Doctorate from California Western School of Law and with a Legal Letters Master from the University of Florida, Levin School of Law. Rebecca is a member of the California State Bar and the Oregon State Bar. She served on the Board of Trustees for the Oregon Humane Society for 6 years and currently serves on the Make A Wish Oregon Gift Council, Oregon Public Broadcasting’s Gift Planning Advisory Council, and Albertina Kerr’s finance committee, as well as other planned giving and investment related nonprofit committees. She is the immediate past  President for the Northwest Planned Giving Roundtable and has served on their Executive Committee for ten years. Rebecca lives in Portland, Oregon, with her husband and their two young daughters.