Event Calendar
Help for this page My CE Transcript
Hosted by Planned Giving Group of Connecticut

9:15 am Protecting Bequeathed Donations with a Solid Estate Plan; 10:45 am True Stories: Charitable Gift Planning from the Pilgrims to Tomorrow’s Gifts

With regard to COVID-19, PGGCT asks any registrants who have been to or through a location designated as Level 3 or higher by the CDC in the last 14 days, please do not attend.   Cancellations received within 24 hours of the event will be 100% reimbursed.  The same holds true for anyone who is feeling under the weather.  In addition, we encourage attendees to refrain from shaking hands when greeting each other .

 
Please note that as of today, there are no plans to cancel this event, however, if the State of CT declares a State of Emergency, we will comply. In that case, you will be notified and reimbursed if payment was received.

 

PGGCT meets five times a year, usually on the 2nd Thursday of every other month, from September through May.

We typically offer coffee and danish in the morning with two or three sessions, a break in between, followed by lunch, at each program.

Meetings are part of membership benefits and there is no additional charge for current PGGCT members. Guests are $50.
 
2.5 CFRE CE are approved. 

Thursday, May 14, 2020
9:15 AM - 12:00 PM Eastern Time

Location

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




Agenda

 


Ron Brown
Giftplanninghistory.org

May 14 2019 10:45AM


True Stories: Charitable Gift Planning from the Pilgrims to Tomorrow’s Gifts


No one has heard the story of gift planning quite this way. See planned gifts by a Mayflower Pilgrim and President George Washington; how John Trumbull's paintings of the War for American Independence were saved through a gift annuity issued by Yale; why best practices from the 1920s remain core values of gift planning; why the Tax Reform Act of 1969 led to a national association of charitable gift planners; and how rapidly-changing demographics of wealth and age will shape American gift planning for decades to come. Participants will understand the foundational gifts, best practices, legislation, and court decisions that shape gift planning today; unlock a treasure chest of useful, illuminating, and entertaining donor stories; and gain a powerful perspective on the roots of current events in gift planning.



Ruth Fortune, Esq.
Associate
Czepiga Daly Pope & Perri

May 14 2020 9:15AM


Protecting Bequeathed Donations with a Solid Estate Plan


It happens all the time. You have a donor who has made it known that your charity will be remembered in his or her Will. But as the individual ages and mental acuity declines, loved ones of the donor step in and change those plans. What can be done to minimize this? It’s a delicate dance, but there are things you can suggest your donors do early-on to help ensure their wishes are met. Join attorney Ruth Fortune from the elder law firm Czepiga Daly Pope and Perri for a session where she’ll explain what needs to be done. You’ll learn about proper estate plan language, planning tools, and roles of fiduciaries. She’ll also discuss ways your donors can protect their estates (and ultimately your donations!) from Connecticut’s notoriously high long-term care costs.



Registration Fee
Member
No Charge
 
Non-Member
$50.00