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.

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.