Planned giving education is essential for donors and professional advisors. The GiftLegacy and GiftLaw teleconferences provide education about gift planning methods that benefit charities. Your donors will be motivated to learn more about gift planning strategies and to make gifts to your organization. Your allied professionals will be both encouraged and acquire greater understanding of how they can use the powerful gift planning methods for their clients.
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WebCast Teleconferences
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GiftLaw Teleconferences for CPA's, Attorneys, CLUs, CFPs, Trust Officers
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Senior Women Donors (April 2006) - Most women will either be single at some time during their retirement, or may already be a single person. They will face a number of major decisions. These decisions will involve their own personal level of income, whether to sell a family residence and move to a retirement community, how to handle potential IRA balances when they pass away, sale of investment or business property and planning for inheritance to children when some of the children may not be financially responsible. In these two hours, expert women attorneys will share principles for counseling senior women donors. The session will also include specific examples and lively discussion among the panel participants of various planning options and solutions. Viewers will have a better understanding of how to provide top-quality counsel and assistance for their senior women donors. Guest Speakers: Kathryn Miree, Janice Burrill and Claudia Sangster. (2 hours)
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| $25.00 each |
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Children and Charity (October 2005) - Parents first need assistance in deciding what the right amount of inheritance should be, the timing for that transfer, whether or not the transfer should be in equal amounts among children and the specific property to be transferred. Understanding both the best methods for speaking to parents and the practical solutions for transfer of the optimum inheritance to children is essential for all financial professionals. This presentation will provide both encouragement and practical solutions that equip professionals to develop plans with benefits to both children and charity. Guest Speakers: Rod Zeeb, Jerry McCoy, and Claudia Sangster. (2 hours)
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| $25.00 each |
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Creative Charitable Insurance Strategies (April 2005) - This teleconference takes charitable planning with life insurance to new levels! Creative new ideas will combine all of the major planned gift strategies with insurance. Learn about the new life settlements and unitrusts. Should you use second-to-die or will two one-life policies give a better benefit? Should an IRA owner cash out to avoid a huge future income tax hit, or will a charitable plus insurance solution reduce income tax from 35% to less than 10%? What is the best way to combine an ILIT and a double-discount lead trust? All these questions and much more will be answered. Guest Speakers: Steve Leimberg, Janice Burrill and Elizabeth Bawden. (2 hours)
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| $25.00 each |
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GiftLegacy Teleconferences for Donors
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Avoiding Accidental Disinheritance (October 2007) - Too many wills do not work properly - the result can be an "Accidental Disinheritance." Everyone needs to understand how wills, trusts and estate plans function. While attorneys and other advisors can be helpful, you need to understand the basics of the plan. Only then will the plan actually be effective to carry out your intent. This presentation will help you make sure that your plan works properly and show you how to avoid some disasters and pitfalls. Topics include: How to Own Property; Joint Tenancy Disasters and Challenges; The Basic Types of Wills; Preparing to Meet With Your Attorney; How to Help a "Problem" Child; Preparing For Future Health Care Decisions; Understanding Bequests and Trusts, and Knowing How to Bequeath An IRA. To make sure that your plan is followed, you need to understand the basic wills process and options. There are many choices for including specific ideas and methods of distribution in wills. There are also specific times when you should consider updating that will. If there is a change in family situation, a move to another state or a change in your financial circumstances, your will may no longer carry out your plans. All of these circumstances could lead to an accidental disinheritance. Guest Speakers: Claudia Sangster and Stephanie Buckley. (1 hour)
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| $25.00 each |
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Women and Solutions (April 2006) - Many women donors face major questions during retirement years. Should they create an advance directive or a durable power of attorney? What kinds of plans should they make for the future? How could they handle inheritance for the wayward child? What if a woman needs more income? Should she sell her home and move to a retirement community? What if there is an IRA balance when she passes away? These are all very important questions. In a lively discussion format, knowledgeable women attorneys and gift planners will discuss these issues. You can expect to be both entertained and informed by this lively discussion. Guest Speakers: Janice Burrill and Claudia Sangster. (1 hour)
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| $25.00 each |
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Children and Charity (October 2005) - The best inheritance for children helps pass on "Integrity and Initiative." While parents would like to transfer these values, most do not have any understanding of how to facilitate that transfer. This GiftLegacy Teleconference will show parents how to think through the process. It will suggest practical ways to set both the timing and amounts of inheritance for children. Finally, we will show the plans of several families who are using the "Integrity and Initiative" principles. Guest Speakers: Betsy Mangone and Claudia Sangster. (1 hour)
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| $25.00 each |
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"Sleep Well" Income Plans (April 2005) - One of the most important characteristics of personal happiness is the ability to sleep well. With the changes in stock and bond markets during the past five years, there is renewed interest in "Sleep-Well" plans. These plans include the secure payouts and tax benefits of the gift annuity. Some senior donors are especially attracted to the tax-free payouts from charitable remainder trusts. A few donors may decide to transfer land or stock to a charitable remainder unitrust, but want to know how to plan for the most secure payouts. Finally, some donors will want to combine benefits. They will transfer a business, stock or other property in part to a trust and sell the balance and invest the cash in tax-free bonds. All of these creative ideas will leave you sleeping well! Guest Speakers: Janice Burrill and Claudia Sangster (1 hours)
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| $25.00 each |
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