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Hosted by Planned Giving Group of Connecticut

9:15 am Navigating Through Wills, Trusts and Accountings, Oh My! ; 10:45 am On Becoming an Enlightened Generalist: Philanthropic Mortgages and the Blended Gifts of Personalized Philanthropy

In response to the current situation with coronvirus, PGGCT will continue to provide our members with quality educational offerings as online webinars. Once you are registered, you will receive a direct an email from gotowebinar with call in and log in information. As we get closer to the event, we will also send you tips and instructions about the webinar rules. Stay home, stay safe.   

 
1 CFRE CE is approved.  

Thursday, January 9, 2020
9:15 AM - 12:00 PM Eastern Time

Location

Ashlar Village
74 Cheshire Road
Wallingford   CT   06492
(203)679-6425
 
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Map for Location



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Guest Fee $50.00
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Retired or In-between Jobs $30.00
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Agenda

 


Tim Throckmorton, JD, LL.M
Director of Fiduciary Services
Webster Private Bank

Danielle P. Ferrucci
Attorney
Shipman & Goodwin LLP

Kyle Misenti
Bequest and Endowment Manager
Yale University

Jan 9 2020 9:15AM


Navigating Through Wills, Trusts and Accountings, Oh My!


Do you jump for joy or hide in the corner when you receive a thick package of legal documents notifying you of a bequest or a current or future interest in a trust? If you are currently receiving regular distributions from a trust, are you confident that your payment is as large as possible? Is it a trust that could be dissolved to accelerate your interest? How does the New CT Trust Law impact my interaction with donors, lawyers, banks and other fiduciaries? These and many other questions will be addressed during a practical, interactive session by a panel of experts who work with different types of institutions and spend their days successfully navigating through the legal paperwork and judicial red tape of estate and trust administration for the benefit of various donors and nonprofit beneficiaries.



Steven L. Meyers, PhD
Vice President, Center for Personalized Philanthropy
Personalized Philanthropy

Jan 9 2020 10:45AM


On Becoming an Enlightened Generalist: Philanthropic Mortgages and the Blended Gifts of Personalized Philanthropy ~ Keys to Putting the Donor First


Your home mortgage is personalized. Your gift planning is not! In this session, we'll examine the popular phenomenon of "blended gifts" from a radically different perspective – that of an enlightened generalist who practices the art of putting the donor first. Learn to apply the elegant and deeply transforming concept of the Philanthropic Mortgage: the purposeful and intentional staging of current and future gifts over a donor's lifetime. Mastering virtual endowments, philanthropic mortgages and step-up gifts may well restore your creativity and transform your practice. This session will help bring larger gifts to you and greater impact to your donors, sooner.



Registration Fee
Member
No Charge
 
Non-Member
$50.00