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A Package That Ticks Might Contain a Large Complex Gift
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The relationship between a charity and a benefactor's advisor is often the largest obstacle to maximizing or even realizing a gift of large complex assets. Separate agendas, misunderstandings, and antagonism can lead to a "fire sale" and disappointment on both sides, but partnership and a common agenda can lead to a large and successful gift.

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Cara Holland

Cara Holland is vice president of principal gifts and gift planning at the Oregon State University Foundation, where she provides strategic leadership to the gift planning program and oversees the staff that assists donors in making deferred, assets-based or complex gifts to the university.
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Scott Lumpkin 

Scott Lumpkin is Vice Chancellor of University Advancement at the University of Denver, where he leads the University’s comprehensive advancement efforts, including development, alumni relations, and alumni/donor engagement. Before being appointed vice chancellor, Scott led DU’s gift planning program for more than twenty years and was recognized nationally for his expertise in charitable planning. In his 30 years of service to DU, Scott has played a significant role in garnering many of the University’s largest gifts, reflecting his recognized expertise in charitable gift planning and ability to build strong relationships with alumni and friends of the University.