Event Calendar
Help for this page My CE Transcript
Hosted by  Charitable Gift Planners of Connecticut

Professional Education 9 am Strategic Planning Process; 10:45 am Gifts of IRA Assets and other Qualified Plans

The Charitable Gift Planners of Connecticut provides ethically-focused gift planning education, training and advocacy to development professionals, professional advisors, volunteers and donor advisors.

 

CGPCT event policy regarding COVID protocols:  to minimize risk for all attending our programs on site requires all participants to wear a mask. Note that this requirement may be revised or waived to conform with changes in CGPCT policy and/or CDC recommendations. In addition, all attendees must acknowledge and accept the terms and conditions contained in our COVID-19 Liability Waiver and Affirmation of Conduct Restrictions (click here to read the waiver).  

 
Meetings are part of membership benefits and there is no additional charge for current CGPCT members to register (register using options at the bottom, or register from the email invitation).
 
Guests are $50 (register and pay using the Pay Now button to the right).   
 
CGPCT meets throughout the year providing educational programming of value to our members. Our programs take place  from September through May.   Updates to our meeting schedule, whether in person or virtual, can be found on our home page. You may also check our Event Calendar  for details.

Thursday, November 10, 2022
8:30 AM - 1:00 PM Eastern Time

Location

Certified Financial Services, LLC
197 Scott Swamp Rd
Farmington   CT   06032
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Guest Fee

Agenda

 

Nov 10 2022 8:00AM


Networking, Continental Breakfast




Sondra Lintelmann-Dellari
President and Principal Consultant
Harvest Development Group, LLC

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.



Bill Laskin
Vice President, Product Management
PG Calc

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.


Nov 10 2022 12:00PM


Lunch, Networking




Sessions


DateCourse Title/DescriptionStart
Nov 10, 2022 Networking, Continental Breakfast 8:00 A
Strategic Planning Process Sondra Lintelmann-Dellari 9:00 A
Gifts of IRA Assets and other Qualified Plans Bill Laskin 10:45 A
Lunch, Networking 12:00 P



Registration Fee
Member
No Charge
 
Non-Member
$50.00