DATE: October 23, 2012 (Tuesday)

TIME: 12:50 p.m. - 2.30 p.m.          

COST: Members: $25.00 Non-Members: $35.00 (+ HST)

Note: You must attend this session at the location listed above. If you wish to login from your office/home, please register through www.afpnet.org (US$ 159/member price; US $295/non-member price)

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Presenter

With over 20 years in the financial services industry, Greg Hammond, a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Public Accountant, has counseled hundreds of individuals and families on drastically reducing their taxes, preserving wealth, increasing net worth, charitable and estate planning, and building a legacy.  Greg regularly facilitates educational sessions to help individuals, families, and business owners, for 3 years co-hosted the radio show, "Planning for Tomorrow" on WTIC News Talk 1080AM, and has spoken throughout New England on planned giving at the AFP CT Philanthropy Day, various AFP Chapters, and The Planned Giving Group of CT.

Program Summary

The Planned Giving Toolbox is a detailed training discussion illustrated with case studies that will provide a simple introduction or refresher of traditional and non-traditional planned giving tools and strategies to address the needs and concerns of your donors.  This presentation will break down planned giving vehicles, often viewed as "too complex," to provide you the confidence and ability to generate more immediate gift and planned giving opportunities with your donors.  We will discuss how various charitable planning strategies can provide donors with lifetime retirement income while creating larger inheritances to heirs and legacies to the non-profits they care about.  This presentation will include Tax Advantaged Gifts, the IRS IRA Gift Matching Program, Donor Advised Funds, Uncommon Charitable Uses of Commercial Annuities, Charitable Remainder Trusts, Enhanced Charitable Trusts, Tax-Free Wealth Replacement Plans and much more.  The Planned Giving Toolbox will also equip you with suggestions for increasing planned giving opportunities.

In this session:

• Advantages of addressing donor concerns and needs with planned giving strategies
• Details of specific traditional and non-traditional planned giving tools and strategies through case studies
• Suggestions for communicating planned giving opportunities to donors

Target Audience

From beginner to experienced, the Planned Giving Toolbox will provide development professionals a simple introduction or a detailed refresher to donor-centric traditional and non-traditional planned giving tools and strategies.

CFRE Accreditation