Bill Knox
Senior Director, Technical Consulting & Strategic Innovation Projects at TIAA Kaspick
- Role
- Senior Director, Technical Consulting & Strategic Innovation Projects at Tiaa Kaspick
- Location
- Ventura, CA, US
- LinkedIn followers
- 500 followers
About Bill Knox
Advise non-profit organizations on issues related to obtaining and retaining tax-exempt status, organization and good governance, unrelated business income issues, excess business holdings, executive compensation, tax, etc.• Assist clients on development and donor cultivation issues as well as planning, drafting, funding and administration of complex trusts, charitable gift annuities and other planned giving and estate planning techniques.• Speak at various conventions and symposiums on laws effecting charitable organizations as well as estate and gift tax planning topics across the country. • Review federal and state tax forms for donors and charitable organizations.• Write and publish articles for client and public consumption on matters related to non-profit organizations.Specialties: Estate and gift planning, non-profit organizations, complex trusts, consulting,planned giving, tax
Experience
Senior Director, Technical Consulting & Strategic Innovation Projects
Feb 2024 — Present
Education
Loyola Law School, Los Angeles
LLM, Tax
2007 — 2009
The Catholic University of America, Columbus School of Law
Doctor of Law (J.D.), Law
2001 — 2004
California State University, Chico
Bachelor of Arts, Political Science
1999 — 2001
Skills
- Charities
- Estate Planning
- Public Speaking
- Fundraising
- Planned Giving
- Trusts
- Legal Research
- Philanthropy
- Non-Profits
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