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Protected Classes and Meeting Donor Intent

Event Type
Informational
Sponsor
Gift Planning & Trust Services
Location
Philanthropy Center's Micek Sturtevant Learning Lab and over Zoom
Date
Nov 6, 2025   9:30 - 11:00 am  
Originating Calendar
GPTS

More than ever, donors are interested in making gifts to support historically marginalized students. This session will provide an overview of the legal issues related to gifts with protected class restrictions and help you develop strategies that meet donor intent, while also minimizing the university’s risk. Your questions and examples will be an important part of this course. This course is recommended for all frontline fundraisers (including leadership annual giving officers, major gift officers, unit advancement leads, and advancement executives) as well as stewardship officers. After completing it, you will be better able to:

  •     
  • Speak about the legal issues related to protected class restrictions, and
  •    
  • Maintain a donor-centric approach to protected class gift negotiations. 
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