Resource Institute For Estate and Gift Planning Session 2: Estate Planning for the Planned Giving Officer

Session two 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 text)

Length: 2 days

Schedule
March 18-19, 2010

September 16-17, 2010

 

Time Frame

The second session will begin at 9:00 a.m. on Thursday and conclude at 2:45 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.

---

About RDI  |  Development Services  |  Consulting Resources  |  Training - Resource Institute
Products  |  Featured Projects  |  e-resource  |  RDI Clients  |  Giftlaw  |   Links   |   Contact RDI  |  Home

4023 Catalina Drive  |  Jefferson City, MO 65109
Toll Free Phone/Fax: (800) 659-7445
© RDI, LLC 2007