PPT-Charitable Planning Presenter’s Name

Agency Phone number Contact email Agency Street Address City State Zip Code Agency Name ALR1704 917 The Social Capital Concept Planned Giving Techniques Specific bequests of qualified plan assets . 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 57375e following is a summary of the tax bene57374ts of making such a stock contribution and some timing and process considerations Individual circumstances vary and those interested in donating appreciated securities to charity should consult with Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University. Wealth replacement. Gifting existing policies. Creating new policies for the charity. Common Uses. Tools for Local Council. John F. . Pyfer. , Jr.. Chairman of Major Gifts & Endowment. Northeast Region, . BSA. Colin French. BSA Foundation. Local Council Wills & Bequests. The diamonds are in our backyards.. Bank. Philanthropic Advisory Services. Toledo, OH. December 5, 2014. Toledo Area Partnership for Philanthropic Planning . Conference, . December 5, 2014. Agenda – Trust. Planning Considering IRS, Family and Charities. Dr. Russell James. Texas Tech University. Why are retirement assets a big deal?. 36% of all household financial assets ($16.5 trillion) were retirement assets. Source: Investment Company Institute (2010) . and farms. Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University. General rule: you can’t deduct a partial interest gift . A partial interest gift occurs when a donor gives some rights to property but keeps others. Contributions. VOCAB. Charitable Giving . – the act of giving to charitable organizations or those in need. Costs/Benefits Analysis . – a tool used to choose among alternatives involving weighing the costs of a product or service against the benefit it will provide. Chartered . Advisors in Philanthropy (CAP®). Presented at Conference on Philanthropy. 2015. , April 27, 2015. 7.4% of CAPs responded . Q1: If the public was aware of what a CAP does (much like CPA or CFP), would that benefit you?. . 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.. Matthew 6:1-4. The Spring of 1990. …. A college tour with a half dozen students. It was a memorable trip. …. One of his stated ambitions.... T. o have a university building named after him!. A particular Scripture came to mind.... 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. Intersections Between . WI Model Early Learning Standards . and . Wisconsin Standards for . ELA. 1. Presenter Notes. GOAL. Engage in a process to examine learning expectations for 4K and 5K based on beliefs and research, standards, and local literacy data. !. Charitable Planning. August 5, 2021. Laura T. Godine. Director of Wealth Planning. Eaton Vance WaterOak Advisors. This material should not be considered legal or . tax . advice from the presenter or her employer, Eaton Vance .