Top Ten Charitable Planning Ideas
This is an ADDITIONAL meeting and is jointly sponsored by the Greater New Orleans Foundation, NOEPC and Jewish Endowment Foundation. It is a breakfast meeting 8:00 to 10:00 am to be held at the Pan American Building.. CLE and CPA credits are available. For Reservations, contact Leslie Houin at leslie@gnof.com or 504-598-4661 by November 1st.
Location:
Pan American Life Center
Orleans Room
601 Poydras Street, 11th Floor
New Orleans, LA 70130
Kathryn Miree
Kathryn W. Miree received a B.A. from Emory University and a J.D. from The University of Alabama School of Law. She spent 15 years in various positions in the Trust Division of a large southeastern bank, rising to the position of Senior Vice President and manager of the Personal Trust Department. She then joined a regional brokerage firm to establish its trust company and serve as its initial President and CEO. In these positions, she worked extensively with nonprofit organizations and their donors in management of private foundations, community foundations, charitable trusts, pooled income funds, gift annuities, and endowment assets.
Ms. Miree is a past president of the National Committee on Planned Giving, past president of the Alabama Planned Giving Council, past president of the Estate Planning Council of Birmingham, and past president of the Alabama Bankers Association Trust Division. She is a member of the Alabama Bar Association and Birmingham Bar Association. Ms. Miree is a nationally recognized speaker and author on nonprofit gift planning and administration topics.
Session:
Top Ten Charitable Planning Ideas for 2012 (or 2013)
The backdrop for charitable planning keeps changing, with rapidly changing investments markets, low interest rates, uncertainty about income, gift, and estate tax rates, and a tightening legislative environment. While donors are continuing to give, they are seeking ways to maximize results. How do you identify charitable giving options that best fit the needs of your clients in this rapidly changing environment?
In this session you will learn:
· How changes in the law over the last decade impact charitable planning (and what to anticipate in the coming years)
· How to talk with donors to articulate goals and objectives
· How to integrate personal estate planning goals with charitable gift options
· Charitable strategies for retirement planning
· Opportunities for leveraging giving with charitable lead trusts
· Charitable strategies to care for elderly parents, children, and grandchildren
· Integrating the sale of a business with a charitable gift
· Options in family philanthropy after the Pension Protection Act of 2006
