Nov 10 2022 9:00AM
Strategic Planning Process
People plan their long-term investments purposefully. They carry a vision on how they want their legacy to be remembered. Or they have a passion for change and impact that they want to see to fruition. Or they are on a mission to fulfill strongly held values. As Planned Giving professionals, understanding Purpose, Vision, Mission and Values is critical to working with our community effectively, helping to facilitate their objectives and guide them to their goals. Purpose, Vision, Mission, and Values is central to all of our work, including strategic planning. Like our clients, our organization and personal work goals are built on defining and forming our Purpose, Vision, Mission, and Values. This interactive workshop explores these four organizational statements that are central to a successful, satisfying, and sustainable work culture, and teaches how to define and use each one in strategy and with clients successfully.
Nov 10 2022 10:45AM
Gifts of IRA Assets and other Qualified Plans
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. They also raise tax issues that most other types of assets don’t. This presentation will first answer the question: “What are retirement plan assets?” It will then explore the possibilities for giving retirement plan assets during life and at death, including the tax considerations in each case and the latest on the status of charitable IRA rollover legislation.