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Resource Institute For Estate and Gift Planning
Session 1: Estate Planning for the Planned Giving Officer |
Session One covers the basics of estate planning that are essential to
success in planned giving. Many estate planning options are reviewed and practical
strategies for the new century are discussed.
Topics include:
- Reducing estate shrinkage;
- Federal estate tax and gift tax;
- Planning for married and single estate owners;
- Valuation of businesses and real estate;
- The use of the revocable living trust and other trusts;
- Advance estate planning options;
- How to deliver and present an estate analysis or tax impact statement;
- Improving donor communications.
Textbook:
Guide
to Wills and Estates (2nd edition) by the American Bar Association
Course fee: $495 (includes textbook)
Length:
1 1/2 days
Schedule:
Dates for the fall 2012 sessions are currently being
planned. Check back for more information.
Time Frame
The first session will begin at 9:00 a.m.
on Thursday and conclude at 12:30 p.m. on Friday. There is no evening
session on Thursday.
To maximize your gift planning efforts today,
click here to
register on-line or call
1-800-659-7445.
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