2014 Monthly Luncheons and Programs

Trust Revival: Are CRT’s Making a Comeback?

Rhonda Brink, Law Offices of Rhonda Brink

What Makes Donors Give?
Building on its two groundbreaking studies on planned giving in America, Stelter digs deeper into the logic of planned givers nationwide.
Bill Bludworth, The Stelter Company

Tim Logan, Ruffalo Cody

Brochures, mailings, the Internet. . . all techniques you use to market your planned giving program. But are you reaching the right people with the right message? In today’s multichannel environment, you need a Planned Giving Marketing Plan. We will discuss how to identify planned giving prospects from analyzing annual giving behaviors; using wealth and planned giving scoring models; and using segmentation strategies. Attending this session you will learn the seven step process to put it all together and develop an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance.

Rhonda Brink,
Law Offices of Rhonda Brink

Estate planning in a post-Windsor world requires special attention. It is said that all marriages will end - either by death or divorce. However, for some same-gender spouses, divorce may not be available and their status as spouses may not be recognized for some purposes. Other same-gender couples will prefer to remain "committed couples" and not marry for tax or non-tax reasons. This session will address estate planning tools for "recognized" and "non-recognized" same-gender spouses under the uncertain current "patchwork" of federal and state laws, and the impact of such laws on existing estate plans for both same-gender spouses and committed couples.

Fiduciary: Amateur vs. Professional

David Redding, Frost Wealth Advisors

The presentation will address the pro's and con's of selecting a corporate or individual trustee/fiduciary and highlight the benefits of both and the drawbacks of each.