PPT-Gift Planning for the Future

Speakers David Fiedler President LCMS Foundation Annette Shoemaker Director ELCA Foundation One handheld mike for audience questions Gift Planning and Endowment Services The Ministry of the Foundation. I confirm I have paid or will pay an amount of Income Tax andor Capital Gains Tax for each tax year 6 April to 5 April that is at least equal to the amount of tax that all t he charities or Community Amateur Sports Clubs CASCs that I donate to will The Future of Zones. Planning Our Future Sessions. How . to serve NA’s . needs and plan for . the WSC’s future . No . d. ecisions were made at WSC.. Ongoing discussion: We shape our collective future together. Spend Less . Give More . Love All. The History of Christmas: . The first after Jesus’ Birth was not the first Christmas?. . The Early Church . – celebrated the Resurrection more than they did the Incarnation. . From Tax Preparer to Financial Planner: The Road Best Traveled. Part 3: Moving From Tax Planning to Holistic Financial Planning: Expand . Your Financial Planning Practice Through Your . Client’s . . Disclaimer. This presentation is designed to provide an overview of certain charitable gift instruments. It is not intended to provide legal, tax, investment, or other professional advice. Please obtain the services of a competent attorney or other professional advisor when developing your own charitable giving plans.. of Gift . Planning . Chairs . Annual Meeting. Welcome to . the. 2015 . Class Officers Weekend. Gift Planning Office Staff. Susan Hanifin. Executive Director. Heather Ermarth. Associate Director. Darius Long. Wealth Strategist. Pam provides wealth counseling services to clients in the Los Angeles and Seattle offices of Goldman Sachs, focusing on estate and gift tax planning, generation-skipping transfer tax planning, income tax planning, and charitable giving strategies.  . for the Future of the Parish. A Presentation for Leadership. How does gift planning fit into the parish’s income producing program?. What is a gift that is “planned?”. The most common types of planned gifts. #1. . How many are willing to be a part of the . Peter, Paul, and Priscilla . group? . Groups of . 10-12. work best.. Takes about 3 months to do right. . Requires practice and . role-playing. , mutual assistance.. Professor Payne, Finance 4100. Learning Objectives. Understand the importance and the process of estate planning. Draft a will and understand its purpose in estate planning. Avoid probate. 2. Introduction. If you are looking to buy a dinner set for gift, you must definitely check out Satguru’s. They are one of the best home decor online shopping sites in India. Here you can also buy vases, God idols, candle holders, and serving trays online. Visit their website to learn more about their home decor items. Agenda. Planning for Your Financial Future. Money Personalities. The Power of Planning. Developing Your Spending Plan. Resources. Money Personalities. Money Personalities . Planning for Your Financial Future. jzmac@udel.edu. Director of Trust Management Minor | Instructor. Probate. – Legal process of transferring asset from deceased person ownership to beneficiary ownership. Trusts. – Tax efficient Structure created to control wealth during life or after death to defer and minimize taxes, protect wealth, avoid probate, create generational wealth. Separation between legal and equitable ownership.. in philanthropy. The HNW Client & Gift Planning. A bit of perspective…. “To give money away is an easy matter and in any man’s power. But to decide to whom to give, and how large and when, and for what purpose and how, is neither in...