Capitalizing on the New Estate Tax Law Through Charitable Lead Trusts

May 6, 2011

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Overview

Change your planned gift strategy to maximize the recent tax law changes.

While Congress extended the Economic Growth Tax Relief Reconciliation Act's EGTRRA tax breaks late last year, it also re-introduced the estate tax and modified other estate planning drivers. Now is the time for your institution to capitalize on those changes through new planned gift strategies.

Join Academic Impressions in this archived webcast to learn how to make the most of our new tax laws through re-introducing charitable lead trusts (CLT) to your prospects. With an eye on giving you information you can use during your daily fundraising work, you will learn:

A summary of recent estate tax changes
How CLTs take advantage of the changes
How to market CLTs to your prospects

WHO SHOULD ATTEND

Gift planning officers and other fundraisers charged with planned giving duties will increase their number of prospects through better deployment of charitable lead trusts.

Agenda

Learning Outcome:

LEARNING OUTCOME

Increase your number of prospects through better deployment of charitable lead trusts.

AGENDA

Recorded on Friday, May 6, 2011 :: 90 minutes

Summary of recent estate tax changes
- Details of the return of the tax
- Gift tax modifications
- Generation-skipping transfer (GST) tax exemption modifications
- Spousal portability modifications
- Duration of current changes
Using charitable lead trusts (CLT) to take advantage of the changes
- Why a CLT
- CLT mechanics
- CLT benefits
- Prospect characteristics that make for good "fits"
Marketing your CLTs
- Emphasis points
- Print vs. electronic options
- Example pieces
- Follow-up best practices

Want more information about this event?

Contact Jason J. Shuba, Senior Conference Director if you'd like additional information about the program agenda.

Instructors

Jeffrey W. Comfort

Executive Director, Principal and Planned Gifts

Georgetown University

Jeff was recently responsible for overseeing university-wide planned giving efforts, resulting in $248 million of planned gift commitments for Georgetown’s $1 billion comprehensive campaign. Before arriving at Georgetown in 1995, he spent 11 years in Denver directing the planned giving program for the National Jewish Medical and Research Center. A past president of the National Committee on Planned Giving (now the Partnership on Philanthropic Planning), Jeff also sat on the organization’s board for five years and served as its 10th national conference chair. On a local level, Jeff is a current member and a past president and board member of the National Capital Gift Planning Council of Greater Washington.

Registration

CD Recording of Live Webcast

$350.00

Capitalizing on the New Estate Tax Law Through Charitable Lead Trusts recording

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Capitalizing on the New Estate Tax Law Through Charitable Lead Trusts

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WHO SHOULD ATTEND

LEARNING OUTCOME

AGENDA

Recorded on Friday, May 6, 2011 :: 90 minutes

Want more information about this event?

Jeffrey W. Comfort

CD Recording of Live Webcast

Capitalizing on the New Estate Tax Law Through Charitable Lead Trusts recording

On-Demand Download of Live Webcast (180 day license)

Capitalizing on the New Estate Tax Law Through Charitable Lead Trusts on demand

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Capitalizing on the New Estate Tax Law Through Charitable Lead Trusts

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WHO SHOULD ATTEND

LEARNING OUTCOME

AGENDA

Recorded on Friday, May 6, 2011 :: 90 minutes

Want more information about this event?

Jeffrey W. Comfort

CD Recording of Live Webcast

Capitalizing on the New Estate Tax Law Through Charitable Lead Trusts recording

On-Demand Download of Live Webcast (180 day license)

Capitalizing on the New Estate Tax Law Through Charitable Lead Trusts on demand

Shopping cart

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