PPT-BASIC TAX and PLANNED GIVING

The Coastal Bend Community Foundation Corpus Christi Texas May 19 2015 CHRISTOPHER R HOYT University of Missouri Kansas City School of Law MAXIMIZING DONOR TAX SAVINGS FROM CHARITABLE GIFTS . for Libraries. Prepared by Christine Graham . The Perfect Recipient of a Planned Gift. When people plan a lifetime gift, they usually want:. A. long history and a familiar cause. A. ssured continuity. Overview and Magnitude. Russell James, J.D., Ph.D., CFP®. Director of Graduate Studies in Charitable Planning Texas Tech University. Planned giving: Any charitable giving other than a simple, immediate gift of money to charity. Often involves tax and legal planning.. Kathleen . Diemer. , CFRE. NCGPC Luncheon . December 9, 2015. Special Recognition. The Kathleen . Diemer. Presentation Disclaimer. Our Work is Changing. The Way We Were. Say Goodbye to Tchotchkes. Say Hello to Technology. …. easy steps to make your money work hard!. Weekly giving. Think you give every week?. 46/52!. Regular weekly giving would make a difference of 13%.. Amount. X 46. X 52. Increase. £1. £46. £52. Thomas P. Holland, Ph.D., Professor. UGA Institute for Nonprofit Organizations. Kelly . . C. Holloway. , Attorney. Fortson, Bentley & Griffin. What is Planned Giving?. A planned gift is a donor’s commitment to contribute assets in such a way that the organization does not expect to have use of the donor’s gift until some time in the future. Usually, the donor reserves use and enjoyment of the assets for a lifetime or a series of lifetimes (spouse or children).. involvement. and . engagement. of people in our mission and vision for the future. . What is Development? . What is the single most important development effort? . The Annual Appeal . Allows your institution to navigate challenges today. Susannah Weis Frigon, CFP. . Vice President, Investor Relations. Why Endowments? . From Your Perspective. Perpetual support of mission and vision. Reliable, quantifiable income stream. Ability to handle planned gifts. no problem. . Gwen Fairchild, CAP®. Director of Planned Giving. LSU Foundation. Bequests. #1 Planned Gift to any charity. 90% of planned gifts come from bequests. Includes wills, trusts, living trusts, beneficiary designations such a. Marketing Planned Gifts. Philip M. Purcell, JD. Ball State University Foundation. ppurcell@bsu.edu. Copyright 2012@All rights reserved.. .. Finding Needles in a Haystack: Marketing Planned Giving. The Lost Symbol?. Regularly. - . First day of the . week I Corinthians 16:1-2. Individually. . - I . Corinthians . 16:1-2 . ". As God hath . prospered” . I Corinthians 16:2. Purposefully, not haphazardly . Gary W Dodge. , . CSPG. Director Planned Giving & Trust Services. General Conference of Seventh-day Adventist. World Church Headquarters. 12501 Old Columbia Pike. Silver Spring, Maryland, USA, 20904. no problem. . Gwen Fairchild, CAP®. Director of Planned Giving. LSU Foundation. Bequests. #1 Planned Gift to any charity. 90% of planned gifts come from bequests. Includes wills, trusts, living trusts, beneficiary designations such a. A. Abigail Payne. Director & Ronald Henderson Professor. Why study charitable giving?. 1. Social Media is Changing the Face of Giving. Ice Bucket Challenge. Started in 2013 as “cold water challenge” …2014: Golf Channel: Live “Ice Bucket Challenge” ... This led to high profile personalities Justin Bieber to George W. Bush. The . Spiritual Climate of Our Day. II . Timothy 3:1-5. But . know this, that in the last days perilous times will come: For men will be . lovers of themselves. , . lovers of money. , boasters, proud, blasphemers, disobedient to parents, .