The sky is not falling! Did you know that with the passing of the “Tax Cut & Jobs Act of 2017”, that is it now an opportune time to discuss leaving a legacy with your donors? When Congress enacted the “Tax Cut & Jobs Act of 2017”, tax rates were lowered, and many popular deductions were curtailed or eliminated. Thankfully, the charitable deduction was retained and enhanced for many taxpayers who will still benefit from itemizing their gifts and other deductions for tax purposes. This presentation will clarify the new tax law changes that impact charitable gifts and will explore the most effective ways to assist individuals in leaving their legacy.
The goal of this presentation is to:
President - ThinkGiving
Cathy Sheffield is a fundraising executive with over 24-years experience, specializing in major gifts and gift planning in higher education and healthcare. She is President of ThinkGiving, a consulting firm based in Fort Worth, which specializes in strategic philanthropy for individuals and nonprofit organizations of all sizes.Read More
Cathy R. Sheffield, CAP®, CFRE, CSPG is ThinkGiving, President and Thompson & Associates, Vice President. Cathy is a fundraising executive with over 24-years experience, specializing in major gifts and gift planning in higher education and healthcare. She is President of ThinkGiving, a consulting firm based in Fort Worth, Texas, which specializes in strategic philanthropy for nonprofits and individuals and in providing leadership and comprehensive major and planned gift consulting services to nonprofit organizations of all sizes. Cathy is also a Vice President with Thompson & Associates, offering estate planning services to nonprofits.
Cathy is the immediate past-chair of the National Association of Charitable Gift Planners (CGP). Cathy served as the 2015 Chair of the National Conference on Philanthropic Planning. Cathy is a member of the CGP Leadership Institute, a program that provides education, networking and service opportunities for the nation’s most experienced charitable planners. Cathy is also a member of the Charitable IRA Initiative, a 501(c) 4 nonprofit organization with the sole purpose of encouraging members of the U.S. Congress and the President to enact permanent legislation enabling owners of IRAs to transfer their IRA assets to American charities. Locally, Cathy is a member and past president of the Lone Star Council of CGP (Fort Worth) and a member and past officer of the North Texas Chapter of CGP (Dallas). In 2015, Cathy was honored by the Fort Worth Metro Chapter of the Association of Fundraising Professionals with The Ben Franklin Award for the Outstanding Professional Fundraising Executive. In May, 2017, Cathy was given the Star Award from the Lone Star Council of Charitable Gift Planners for outstanding service to the council and profession.
Cathy received her MBA from Texas Christian University’s Neeley School of Business and a Bachelor of Science from North Dakota State University. Cathy is a Chartered Advisor in Philanthropy (CAP®), Certified Specialist in Planned Giving (CSPG), and a Certified Fundraising Executive (CFRE).
In her personal life, Cathy is a member of the Fort Worth Women’s Club and the Fort Worth Club. Cathy advises numerous charitable organizations and serves on the board of directors for Total K.O. Boxing Club, is to improve the self-esteem, academic achievement, and wellness of low-income girls through non-contact boxing in a safe, clean, positive training environment, and Camp Sanguinity, a camp for children with cancer and blood disorders. In addition to serving on the board for Camp Sanguinity, Cathy and her husband, Scott, volunteer as camp counselors for the week-long summer camp. Cathy and her husband reside in Fort Worth, Texas where they enjoy spending time with their 11-year old grandson.