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2. Review and Proceed

Participant Fee Partial Approval - $35.00

Available Tickets - 183 Sales end on - 12/30/2019

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Event Information

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

About the Event

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!

About the Organizer

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

CONTACT ORGANIZER View other events

McCray Benson

President / CEO
Community Foundation of Henderson County

Jackie Hanton

Vice President
Community Foundation of St. Clair County

Randy Balogh

Planned Giving Director

Kim Keller

Principal gifts
Natonal Parks Foundatio

Kathyrn Hofman

Associate Vice President, Planned Giving
Marquette University Advancement

Katherine Minster

Managing Director, Board Relations & Major Gifts

Sarah Shevchik

Director, Planned Giving
Cambridge in America

Nancy Young

Georgia United Methodist Foundation, Inc.

Caroline Grange

director of development
Santa Barbara Museum of Natural History

Brian Peterson

Director, Planned Giving
Human Righs Watch

Shari Kolding

Director of Gift Planning

Amy Palmer-Ellis

AVP for Development and Gift Planning
UVM Foundation

Michael Pohlmann

Director of Planned Giving
NYU Langone Health

Richard Morgan

Morgan & DiSalvo, P.C.

Scott Talbot

Executive Directoe
Dallas Seminary Foundation

Brian Nielson

Executive Director
ASU Foundation-Estate and Gift Planning

Gudrun Hofmeister

Philanthropy consultant
Philanthropic Fundraising