|
| |
Module Four
Charitable Gifting Methods: Charitable Remainder Trusts
A complete overview of the income, gift, and estate tax consequences associated with Charitable Remainder Trusts will be presented.
Discussion Includes:
- Present value computation
- Cash flow analysis
- Suitable gift assets
- Administration and other operational considerations and application of CRT planning strategies to individual and corporate planning objectives.
Instructors: Marc Hoffman and Philip T. Temple
Marketing Planned Giving
Developing the marketing plan, attracting the attention and donor prospects, and techniques from cultivation and soliciting and covered.
- Marketing Vehicles-Newsletters, institutional publications, general and targeted mailings, developing brochures and seminars for prospects and donors
- Solicitation Procedures and Techniques
- Special Concerns
- Elements of a Proposal-The case for supporting the charity, the purpose of the gift, the amount requested, method of making the gift, tax, financial, and intangible donor benefits
- Features of a Proposal/Financial Illustration-Assumptions, summary of gift arrangement, tax consequences, and cash flow projections, use of graphics
Instructor: Vincent J. Fraumeni
Dates: March 18-20, 2009
Fee: $930
Course Number-8904
|
|
