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.

Instructor: Marc Hoffman & Philip T. Temple

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

Instructors: Vincent J. Fraumeni