Bi-Monthly Meeting - September 12, 2017

  • 09/12/2017
  • 10:00 AM - 1:30 PM
  • University Club, 76 East Monroe St, Chicago, IL


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Bi-Monthly Meetings - September 12, 2017

Location: University Club of Chicago, 76 East Monroe Street, Michigan Room, Second Floor, Chicago, IL 60603

Date: September 12, 2017

10:00 - 10:30 AM - Nuts & Bolts
Essential Elements of a Successful Planned Giving Program

Katrina M. Pipasts, CSPG, Northern Trust

10:30 - 11:45 AM - Morning Session


Income Tax Savings With Charitable Bequests? Yes!

Charitable bequests are usually viewed as providing estate tax savings but no income tax savings.  Professor Hoyt will demonstrate how every charitable bequest, if properly structured, can reduce the income tax liability of a trust, an estate, and their beneficiaries.  Emphasis will be placed on tax planning for the charitable use of 
retirement assets. 

Prof. Christopher R. Hoyt, University of Missouri (Kansas City) School of Law

11:45 - 12:15 PM - Lunch

12:15 - 1:30 PM - Afternoon Session

What Does It All Mean? Defining Success and Finding The Right Philanthropic Fit With Your Clients/Donors 

Whether your donors/clients are seasoned philanthropists or are just embarking on a giving program, there is an abundance of strategies for consideration.  Determining the right fit is a process fraught with potential stumbling blocks. What lessons can professional advisors and development professionals learn from each other to help guide our clients/donors define and achieve success? In this discussion, we will walk through various strategies that are particularly attractive and/or gaining popularity today, and methods for determining what is likely to meet an individual’s specific requirements for success.

Clare G. Golla, CFP, Bernstein Private Wealth Management

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