The How's and Whys of Legacy Giving
Click here to register.Keynote Speaker: 8:05 - 8:30 AM
Legacy Giving: What it means to an organization, what it means to a donor
Alexandra P. Brovey, JD, LLM, Author and Senior Director, Gift Planning, Northwell Health Foundation
The keynote will address why people give, why they may choose a legacy gift, and how legacy gifts achieve goals of both donors and the charitable organizations.
Break: 8:30 - 8:45 AM
Panel Discussion: 8:45 - 9:45 AM
Session One: 9:45 - 10:45 AM
All About Bequests
Bequests and other estate distributions are rarely simple. Each estate has unique challenges. In this session, Stacy discusses some of the key challenges she faces in managing a large pool of active estates, including: problematic gift restrictions; difficult IRA distributions; and real-estate surprises. In doing so, Stacy will offer tips to running a smooth bequest administration program and to handling the bumps along the way.
Presenter: Stacy B. Sulman, J.D., Vice President for Personalized Philanthropy and Legal Affairs, American Committee for the Weizmann Institute of Science
Break: 10:45 - 11:00 AM
Session Two: 11:00 - 11:45 AM
The Other 20%
Donor-Advised Funds have become increasingly popular as they offer ease and convenience for the right type of donor. What are the benefits and drawbacks of donor-advised funds, how do they work, and can they be a funding source for your organization.
Explore a number of gift planning techniques that donors, advisors and charities may consider to help donors maximize their giving while achieving philanthropic and other goals.
David M. Okorn, Executive Director, Long Island Community Foundation (LICF)
Shawn T. Mroz, Senior Advisor, Gift Planning, Northwell Health Foundation
Registration is now open - Click here to register today.