"DONOR BENEFITS IN CHARITABLE GIFT PLANS, FURTHERING PERSONAL PLANNING GOALS AND PHILANTHROPY BOTH"
This session addresses the many significant donor advantages in certain charitable gift plans, using assets at an opportune time during lifetime and in estate plans to further the planning goals of the donor. A donor who makes a good gift choice can be a philanthropist often at a level not thought possible, while also enjoying many capital gains, income, estate and gift tax advantages in the same charitable plan. Income is possible from some charitable plans for self and/or others, funded even by a child to provide additional support for parents, or to save for retirement. These plans can be funded during lifetime optimally, and also in estate plans, leading to repeat gift potential.
1 – 2 hours. Use with another 1 - 2 hour program that same day to another area audience in same community