Planned Giving 101
REGISTRATION IS CLOSED
Tuesday, July 15, 2014
9:00AM – 2:30PM
Wenatchee Valley College Theater
1300 Fifth Street, Wenatchee WA
Click here for a map
The Nonprofit Practices Institute will be hosting a workshop on how to build a Planned Giving program for nonprofits. In this course, you will learn how to establish and operate a program for securing planned gifts for your charity.
Specific topics to be covered include:
- Basic estate planning concepts, such as will and living trusts, and tax essentials as they relate to charitable giving
- Gifts for today – planned gifts that a charity can use immediately, such as outright gifts of securities, real estate, business interests and other kinds of property
- Gift for the future – those that benefit charities in years to come, such as bequests and beneficiary designations
- Gifts that give back – when the donor receives a financial benefit in addition to the tax deduction, including gift annuities, charitable remainder trusts, and retained life estate arrangements
- How to determine the level of program appropriate for your charity and how to market planned gifts to your constituency
Frank Minton founded Planned Giving Services, a national consulting firm that was acquired by PG Calc in 2005. Before entering consulting in 1991, he spent over ten years with the University of Washington, where he served as Director of Planned Giving and Executive Director of Development. He has served both as conference chair and board chair of the National Committee on Planned Giving (now the Partnership for Philanthropic Planning) and received its distinguished service award. He is a recognized expert on gift annuities and has served as chair of the American Council on Gift Annuities from which he also received a distinguished service award. He is the principal author of Charitable Gift Annuities: the Complete Resource Manual, the co-author of Planned Giving for Canadians, and has made many presentations and published numerous articles on gift planning. A number of his presentations have been to Canadian audiences, and his writing and consultation also deal with cross-border charitable gifts. He is on the advisory board of Planned Giving Today, and is a member of the Seattle Estate Planning Council, and the Washington Planned Giving Council.
Russell J. Speidel was raised in Wenatchee, Washington. He received his Bachelor’s Degree in History from Stanford University, his law degree from Willamette University and a Master’s Degree in the Laws of Taxation from Boston University. For over 30 years Mr. Speidel has emphasized estate planning in his practice. He is a past president of the Chelan-Douglas County Bar Association. Mr. Speidel is a co-recipient of the Goldmark Distinguished Service Award from the legal Foundation of Washington. He currently serves on the state-wide Board of Directors of the Northwest Justice Project. Mr. Speidel has been recognized as a Super Lawyer every year since 2007 by Washington Law and Politics Magazine. He is a member of the National Academy of Elder Law Attorneys and a Fellow of the American College of Trust and Estate Counsel. You can find more information on Mr. Speidel and his services at Speidel Law Firm.