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X-WR-CALDESC:Events for Charitable Gift Planners of Austin
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DTSTART;TZID=America/Detroit:20171211T113000
DTEND;TZID=America/Detroit:20171211T130000
DTSTAMP:20260426T202822
CREATED:20161207T040925Z
LAST-MODIFIED:20181220T180121Z
UID:1450-1512991800-1512997200@cgpaustin.org
SUMMARY:Gifts of Retirement Plan Assets
DESCRIPTION:Americans hold more than $23 trillion in their retirement plans\, of which $6.5 trillion were in IRAs and another $4.2 trillion in 401(k)s. That’s “trillion” with a “t.” Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge\, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts.  This presentation will discuss strategies for attracting lifetime gifts of charitable IRA rollovers plus opportunities for end of life distributions to charity. \nDownload Materials:\nGifts of Retirement Plan Assets – Handout \nGifts of Retirement Plan Assets – Slides \n  \nSpeaker:\nJeff Lydenberg \nPG Calc\nVice President\, Consulting\nInvested in your mission \n  \nJeff is a consultant advising non-profits on the operation of planned giving programs including complex gift design\, development of policies and procedures\, board and staff training\, and maximizing planned giving potential. \nJeff’s planned giving career began in 1995\, when he started as Assistant Director of Planned Giving at The Cleveland Clinic Foundation. In 1999 Jeff joined PG Calc and is expert with PG Calc’s software products and services. \nJeff is a sought-after speaker for national\, regional and local planned giving groups presenting on a wide variety of estate planning and gift planning topics. Jeff is a member of the Greater Cincinnati Planned Giving Council. Jeff has a BA in American Studies from Kent State University and a JD from Case Western Reserve School of Law. \nJeff lives on a 5 acre farm near Clarksville\, OH (pop. 548) with his wife where they raise Berkshire pigs and assorted poultry. \n 
URL:https://cgpaustin.org/event/december-11th-luncheon/
CATEGORIES:2017 Monthly Luncheons and Programs
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DTSTART;TZID=America/Detroit:20171211T133000
DTEND;TZID=America/Detroit:20171211T150000
DTSTAMP:20260426T202822
CREATED:20171204T031735Z
LAST-MODIFIED:20181220T180110Z
UID:1792-1512999000-1513004400@cgpaustin.org
SUMMARY:Bequests: Who Wants To Make Them & How To Get Them
DESCRIPTION:December 11\, 2017 at 1:30pm\nThis event will be held in the same location as the regular monthly luncheon \nBequests are the single biggest source of realized planned gift dollars.  For the most part\, you don’t know who is going to do a bequest\, when they are coming in\, or how much they’ll be worth.  Oh\, and the donor can change their mind at any time!  This presentation will summarize the latest research on bequest donor demographics and marketing.  You’ll learn how to raise the topic of bequest giving as well as make the bequest decision urgent and easy.  There will be time for questions during this interactive presentation. \nDownload the Materials:\nBequests – Handout \nBequests – Slides \n  \nSpeaker:\nJeff Lydenberg \nPG Calc\nVice President\, Consulting\nInvested in your mission \n  \nJeff is a consultant advising non-profits on the operation of planned giving programs including complex gift design\, development of policies and procedures\, board and staff training\, and maximizing planned giving potential. \nJeff’s planned giving career began in 1995\, when he started as Assistant Director of Planned Giving at The Cleveland Clinic Foundation. In 1999 Jeff joined PG Calc and is expert with PG Calc’s software products and services. \nJeff is a sought-after speaker for national\, regional and local planned giving groups presenting on a wide variety of estate planning and gift planning topics. Jeff is a member of the Greater Cincinnati Planned Giving Council. Jeff has a BA in American Studies from Kent State University and a JD from Case Western Reserve School of Law. \nJeff lives on a 5 acre farm near Clarksville\, OH (pop. 548) with his wife where they raise Berkshire pigs and assorted poultry. \n 
URL:https://cgpaustin.org/event/bequests/
CATEGORIES:2017 Monthly Luncheons and Programs
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