'Charitable remainder trusts' presentation slideshows

Using Life Insurance in Charitable Planning

892 views • 62 slides

An Overview of Charitable Giving Options

An Overview of Charitable Giving Options. Southwest Washington Estate Planning Council October 14, 2014 Presented by Bill Zook Vice President PG Calc Incorporated. Charitable Giving . Nature of Giver Nature of Gift Nature of Recipient Parties Other Than Giver and Recipient

448 views • 44 slides

Private Support and Gift Processing

Private Support and Gift Processing. UCSD Development Training March 14, 2008 Updated August 12, 2009. Private Support Reporting. What is Private Support?. PRIVATE SUPPORT (CASE Management Reporting Standards)

598 views • 37 slides

Gifts of Estates and Assets

Gifts of Estates and Assets. Leadership Conference September 26, 2012. Intergenerational Wealth Transfer. $44 trillion to $135 trillion dollars in the next 50 years $6 trillion to $25 trillion dollars in charitable bequests alone. Intergenerational Wealth Transfer.

442 views • 37 slides

Financial Focus Estate Planning for Uncertain Times

Financial Focus Estate Planning for Uncertain Times. Not FDIC, NCUA/NCUSIF insured * Not a deposit * No bank or credit union guarantee * Not insured by any federal government agency * May lose value. Important Note.

394 views • 28 slides

Chapter 20

391 views • 25 slides

371 views • 25 slides

Charitable Split Interest Trusts

322 views • 23 slides

Chapter 14 Trusts and Closely-held Business Strategies

368 views • 19 slides

Estate Planning Ministry

342 views • 19 slides

Presented by: James M. McCarten | Partner Burr & Forman LLP Jim.mccarten@burr 615/724-3236

DOING WELL BY DOING GOOD: Combining Special Needs and Charitable Planning. Presented by: James M. McCarten | Partner Burr & Forman LLP Jim.mccarten@burr.com 615/724-3236. What is Special Needs Planning?. S - Social and Spiritual P - Physical / Medical

182 views • 18 slides

Stacy Sulman American Committee for the Weizmann Institute of Science Davida Isaacson

Planned Giving Starts with Direct Response. Stacy Sulman American Committee for the Weizmann Institute of Science Davida Isaacson Isaacson Consulting Inc. What is Planned Giving?. Definition Assets vs. Income Optional and Additional Ways to Make Gifts. Some Statistics.

404 views • 17 slides