"SIMPLER GIFT PLANS ALL CHARITIES CAN UNDERSTAND AND PROMOTE, MOST WITHOUT ADMINISTRATION"

This session will provide a one-page “Cliff Notes” of simpler and the most likely planned gift options that all Community Foundations can understand and promote with most prospects. This list can be used by staff, Board and volunteers to actively encourage donors and prospects to consider how to use assets that either now or in future will be a problem to dispose of or distribute, within an oftentimes highly advantageous PRE-TAX charitable plan. This session will feature revocable percentage designations on qualified retirement plans that have a future income tax liability meaning heirs cannot fully inherit them. “Consider using for charitable purposes the assets that cost your family the MOST to inherit” is part of our message in this informative, highly useful session.

1 – 2 hours. Use with another 1 - 2 hour program that same day to another area audience in same community

STAFF/BOARD DEVELOPMENT