Planned Giving for High Net Wealth Prospects - Recording

Tuesday, December 31 2019, 12:00 PM - 1:00 PM [EST]

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Tuesday, December 31 2019, 12:00 PM - 1:00 PM [EST]

A new session devoted entirely to planned giving vehicle discussions with High Net Wealth individuals (assets of $5 million+).  We will go through tax and planning issues facing this level of prospects and offer a handful of new approaches to Planned Giving that should spark their interest in a structured gift.

We will cover:

  • Tax and other planning concerns
  • Non-charitable options available 
  • Charitable remainder and lead trusts rethought for the High Net Wealth prospect!

Planned Giving Advisors

https://plannedgivingadvisors.com/

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

CONTACT ORGANIZER View other events

AP

Amy Palmer-Ellis

AVP for Development and Gift Planning, UVM Foundation

BN

Brian Nielson

Executive Director, ASU Foundation-Estate and Gift Planning

BP

Brian Peterson

Director, Planned Giving, Human Righs Watch

CG

Caroline Grange

director of development, Santa Barbara Museum of Natural History

GH

Gudrun Hofmeister

Philanthropy consultant, Philanthropic Fundraising

JH

Jackie Hanton

Vice President, Community Foundation of St. Clair County

KM

Katherine Minster

Managing Director, Board Relations & Major Gifts, BCRF

KH

Kathyrn Hofman

Associate Vice President, Planned Giving, Marquette University Advancement

KK

Kim Keller

Principal gifts, Natonal Parks Foundatio

MB

McCray Benson

President / CEO, Community Foundation of Henderson County

MP

Michael Pohlmann

Director of Planned Giving, NYU Langone Health

NY

Nancy Young

6787086601, Georgia United Methodist Foundation, Inc.

RB

Randy Balogh

Planned Giving Director, SJSU

RM

Richard Morgan

Attorney, Morgan & DiSalvo, P.C.

SS

Sarah Shevchik

Director, Planned Giving, Cambridge in America

ST

Scott Talbot

Executive Directoe, Dallas Seminary Foundation

SK

Shari Kolding

Director of Gift Planning, Audubon