If you’re a professional advisor (such as a financial advisor, insurance agent, attorney, or accountant, among others) looking for more information on how to advise your clients on smart charitable giving strategies, I’d love to speak with you and your colleagues. At every chance, I’m happy to share my firm’s mission to “maximize charitable giving in Iowa” with groups of any size!
In terms of topics, there is actually very little in the area of charitable giving that I do not feel comfortable presenting about. So, if you have a specific subject in mind, do not hesitate to propose it. The following is a sampling of topics I’ve spoken about previously. I can easily combine multiple topics to best fit the presentation to the group’s objectives.
I can also speak to how nonprofit staff (most especially development officers) and professional advisors can best work together for mutual benefit and for the betterment of clients.
Fundraising Ethics
Another topic I’ve also discussed in the past is the ethics of fundraising: how to spot warning signs of an impending ethical dilemma; the best ways to handle common ethics concerns; what actions to avoid; etc.
If you present me with a list of your most top learning objectives, I would be happy to tailor a high-quality presentation to the group targeting those specific points. Really, any presentation related to charitable giving should be about what can make an impact in the lives and decisions of your clients. Let’s work together to help you and your team exceed client expectations and make an actionable impact on charitable giving in Iowa.
Contact me via email or phone (515-371-6077) to get your learning session planned and scheduled!
https://www.gordonfischerlawfirm.com/wp-content/uploads/2019/01/Screen-Shot-2019-01-31-at-10.22.25-PM.png6771151Gordon Fischerhttps://www.gordonfischerlawfirm.com/wp-content/uploads/2017/05/GFLF-logo-300x141.pngGordon Fischer2019-01-31 22:25:152020-05-18 11:28:49Presentations for Professional Advisors on Charitable Giving
Here’s the worst-case scenario: You’ve passed away and your family falls, expectedly or unexpectedly, into a tumultuous state. They all have different opinions on how your estate plan should be interpreted, and one or more beneficiaries want to contest the distributions. While everyone knows it’s all about the money, there are easily enough legal “hooks” on which to hang a lawsuit: it can be contested that there has been undue influence, document forgery, breach of fiduciary duty, or that the deceased testator was not of sound mind.
Litigation over an estate plan is terrible for everyone involved. For the sake of your family’s well-being work now to avoid this problem in the future—I really cannot express this enough.
Three Best Ways to Avoid Litigation
Have a plan. Having an estate plan that is carefully planned and well thought out, created by an experienced estate planner, and completed well in advance of any death or disability is the single best way to avoid litigation.
Talk about it. It’s critically important to discuss your final wishes with your loved ones and beneficiaries. Clear the air now. Don’t leave it up for future interpretation.
Include a clause that discourages litigation. An experienced estate planner can include a provision in your estate plan to shut out a beneficiary if s/he brings litigation. (This is also important why you need an actual lawyer to help craft your estate plan.)
I would love to discuss your individual estate planning needs; contact me via email at gordon@gordonfischerlawfirm.com or give me a call at 515-371-6077. Want to get started on your estate plan? My free, no-obligation estate plan questionnaire is a good place to start.
https://www.gordonfischerlawfirm.com/wp-content/uploads/2017/08/tim-gouw-79563.jpg12761910Gordon Fischerhttps://www.gordonfischerlawfirm.com/wp-content/uploads/2017/05/GFLF-logo-300x141.pngGordon Fischer2019-01-27 13:15:232020-05-18 11:28:49Avoid the Worst Case Scenario: Litigation over an Estate Plan
Like what you read? Don’t forget to subscribe to GoFisch and tell your friends. I like to think of it as the least boring law firm newsletter you could hope to read! Also, if you ever have any suggestions for content you would like to see, do not hesitate to contact me.
Presentations for Professional Advisors on Charitable Giving
Charitable Giving, From Gordon's Desk..., NonprofitsIf you’re a professional advisor (such as a financial advisor, insurance agent, attorney, or accountant, among others) looking for more information on how to advise your clients on smart charitable giving strategies, I’d love to speak with you and your colleagues. At every chance, I’m happy to share my firm’s mission to “maximize charitable giving in Iowa” with groups of any size!
In terms of topics, there is actually very little in the area of charitable giving that I do not feel comfortable presenting about. So, if you have a specific subject in mind, do not hesitate to propose it. The following is a sampling of topics I’ve spoken about previously. I can easily combine multiple topics to best fit the presentation to the group’s objectives.
Planned Giving 101
Planned Giving 201 (Advanced Gift Types)
When I give presentations on advanced gift types, I also include a short summary of Planned Giving 101 topics.
Working Together is Better
I can also speak to how nonprofit staff (most especially development officers) and professional advisors can best work together for mutual benefit and for the betterment of clients.
Fundraising Ethics
Another topic I’ve also discussed in the past is the ethics of fundraising: how to spot warning signs of an impending ethical dilemma; the best ways to handle common ethics concerns; what actions to avoid; etc.
Exceed Client Expectations
If you present me with a list of your most top learning objectives, I would be happy to tailor a high-quality presentation to the group targeting those specific points. Really, any presentation related to charitable giving should be about what can make an impact in the lives and decisions of your clients. Let’s work together to help you and your team exceed client expectations and make an actionable impact on charitable giving in Iowa.
Contact me via email or phone (515-371-6077) to get your learning session planned and scheduled!
Avoid the Worst Case Scenario: Litigation over an Estate Plan
Estates & Estate PlanningHere’s the worst-case scenario: You’ve passed away and your family falls, expectedly or unexpectedly, into a tumultuous state. They all have different opinions on how your estate plan should be interpreted, and one or more beneficiaries want to contest the distributions. While everyone knows it’s all about the money, there are easily enough legal “hooks” on which to hang a lawsuit: it can be contested that there has been undue influence, document forgery, breach of fiduciary duty, or that the deceased testator was not of sound mind.
Litigation over an estate plan is terrible for everyone involved. For the sake of your family’s well-being work now to avoid this problem in the future—I really cannot express this enough.
Three Best Ways to Avoid Litigation
I would love to discuss your individual estate planning needs; contact me via email at gordon@gordonfischerlawfirm.com or give me a call at 515-371-6077. Want to get started on your estate plan? My free, no-obligation estate plan questionnaire is a good place to start.
Read GoFisch: January 2019 Edition of GFLF’s Newsletter
NewsletterThe January edition of GoFisch is live! This month’s edition features:
Like what you read? Don’t forget to subscribe to GoFisch and tell your friends. I like to think of it as the least boring law firm newsletter you could hope to read! Also, if you ever have any suggestions for content you would like to see, do not hesitate to contact me.