Benjamin C. Stahmann

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Employer
Utah State University
Job Title
Senior Director, Gift Planning
Address
1540 Old Main Hill
Utah State University
Logan, UT 84322
United States
Email Address
ben.stahmann@usu.edu
Biography
Ben has been involved in charitable estate planning since his first law school clerkship twenty-five years ago. After six years in private law practice, Ben became National Endowment Counsel for the Boy Scouts of America where he administered their charitable gift annuity and pooled income programs, helped train thousands of volunteers and helped identify hundreds of millions of dollars in deferred gifts. Next, he contributed to Oklahoma State University's successful billion-dollar comprehensive campaign as Senior Director of Gift Planning. Taking a position at his alma mater, Brigham Young University, Ben then managed teams responsible for all aspects of Gift Planning. Since 2018, Ben has led gift planning efforts at Utah State University.
Position
CGP Conference Speaker, Other - Write In
Other Position
President, Utah Planned Giving Round Table
Headshot
Stahmann, Ben - Head Shot.jpgStahmann, Ben - Head Shot.jpgStahmann, Ben - Head Shot55 KB
Title of Presentation 1
Intentional Engagement: Counseling Clients about Bequest Disclosure
Presentation Description
Each year, most philanthropic bequests arrive as surprises to the charity. Each surprise bequest represents a tragically missed opportunity for a donor to have fully experienced the delights of philanthropy. Professional advisers, particularly lawyers, can best help a client assess the risks and benefits of bequest disclosure if they understand their ethical responsibilities and approach the issue with the preparation and insight that characterize the rest of their counseling and planning. This session identifies the professional responsibilities that advisers owe their planning clients, explores the risks and benefits of bequest disclosure, and suggests steps that advisers can take to help their clients decide whether and how disclosure might advance their interests.
Presentation Topic Areas
Marketing/Cultivation, Ethics, Case Studies, Administration, Integrated Planning
Contact Information
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First Name
Ben
Last Name
Stahmann
Email Address
ben.stahmann@usu.edu
Active Speaker
Yes

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