PPT-2012 Charitable Fund Drive

State of Oregon Employees Charitable Fund Drive A stateapproved program that provides employees with a simple easy way to support nonprofit organizations around the state You choose where to direct your gifts from among 850 choices. Charitable giving is top of mind to clients at this time of year because they are often solicited by non profits for year end contributions are in a generous spirit during the holidays and reflect upon their own good fortune and often realize that t FEES LIQUIDITY NOVEMBER 2012 FUND STRUCTURE The fund is set up as an En Commandite Partnership on the expert tax advice of Deneys Reitz. Funds f low down through an inter posed Trust to vesting tru “The Future of . Taxwise. Philanthropy”. NCF Raleigh Plan to Give Conference . September 25, 2014. Don Etheridge, JD, . LL. M. , CPA. Gift Planning Attorney. National Christian Foundation. Grow giving by converting tax dollars to giving dollars. . Allyson Baumeister. , C.P.A.. John Hunter. , . J.D., C.P.A. .. Nancy E. Jones. October 4, 2011. Charitable Planning . .... . . Community Foundation . of North Texas . Top 10%. Established in 1981. The ( the Act ) and regulation lay out the rules that must be followed when Charitable organizations ask Albertans for donations. Fund-raisers need to know about their legislated responsibili 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. A state-approved program . Easy way to support nonprofits in Oregon. You choose any of 800 charities to give to. Use the Charitable Fund Drive to learn about ways to volunteer or get involved in charities. A . WomenGive. . inFaith. Charitable Giving Seminar . Educate. Advocate. Activate.. 2108826-050218. Why Women? Why Now?. 50. % of . U.S. wealth is held by women & grows by 10-20. % . over the next 30. March 2, 2017. What are Donor Advised Funds?. . Donor advised funds are set up at a public charity 501(c)(3) on behalf of organizations, families, or individuals. . Donors open a fund and deposit cash, securities, or other assets, receiving the maximum allowed charitable tax deduction in the year they make the gift. . Leveraging . Your . Client’s Philanthropic . Impact Through Asset-Based . Charitable Gifting Strategies. Sioux Falls Estate Planning Council. November 12, 2015. Presented by. Michael J. Occhipinti, MBT. Agency Phone number. Contact email. Agency Street Address. City, State, Zip Code. Agency . Name. ALR1704 9/17. The Social Capital Concept. Planned Giving Techniques. Specific bequests of qualified plan assets . At A Glance Enables your Lion of Judah gi to e Jewish Federation of Greater Washington ™ 2 InFaith Community Foundation is a national charity with a mission to serve donors, spread joy and change lives GIVING SOLUTIONS TAILORED TO YOUR NEEDSAt InFaith Community Foundation, we’ BiographyElaine MartynVice President Private Donor Group Fidelity CharitableElaine Martyn has dedicated her career to the pursuit of justice health and dignity for all Over the last20 years she has l