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.

Planned Giving 101

1. What is “planned giving?”
2. Gifting during lifetime versus gifting at death
   • Advantages and disadvantages of each
   • Meet clients/donors “where they’re at”
3. What 2017 federal tax legislation changed for charitable giving
   • Two huge challenges: charitable deduction & estate tax
4. The seven basic estate planning documents everyone needs (and how charitable giving fits in)
5. IRA Charitable Rollover & other gifting opportunities through retirement benefit plans
6. The numerous benefits of the Endow Iowa Tax Credit
7. Ins and outs of donor-advised funds
8. Highly appreciated stock and other non-cash assets

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.

1. Charitable gift annuity (CGA)
2. Charitable remainder trust (CRT)
3. Charitable remainder annuity trust (CRAT)
4. Charitable remainder uni-trust (CRUT)
5. Flip CRUT
6. Charitable lead trust (CLT)
7. Retained life estate

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!