Gifts of Marketable Securities and Gifts of IRAs and Qualified Plans

When:  Sep 29, 2021 from 08:30 AM to 10:00 AM (ET)
Associated with  AFP OH, Northeast Ohio Chapter

LEAVE A LEGACY Summit Portage Medina is pleased to again offer a series of workshops on Planned Giving in 2021.

The series will be presented at the basic level. Building upon the information presented in previous classes, each type of planned gift will be reviewed in detail, and then new information about additional techniques will be added. The instructors will walk you through how each new technique works and how it fits into the donor’s estate plan. Marketing techniques will also be discussed.

AFPNEOThis is a great opportunity for staff members who are new to planned giving to learn from the experts, or for seasoned staff who just want a refresher course. 

Members of LAL/AFP save $10 per session. Each session has been approved for 1.5 CFRE credits/7.5 credits total.

Breakfast from Panera's will be provided at each session.

Gifts of Marketable Securities and Gifts of IRAs And Qualified Plans

The first instructor will give an overview of publicly traded stocks and bonds, and discuss how they are used for charitable gifts. He will also discuss market fluctuation, market timing, and the rules for determining the value of the gift, and discuss concerns about accepting restricted stock as a charitable gift.

The second instructor will give an overview of qualified plans and charitable IRAs and discuss how they can be used as charitable gifts. He will discuss the current regulations and restrictions governing these charitable gift options. Because of the new tax regulations, charitable IRA distributions are especially beneficial to the donor. What are the tax benefits to the donor?

Instructors:

Location

Huntington Bank Training Room
3421 Ridgewood Road
Fairlawn, OH 44333
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Contact

Liz Ganocy, Project Director, LALSPM
330-990-5027
liz@leavealegacyspm.org