Private Wealth Management, U.S. Bank

NAEPC Webinar: Philanthropic Times, They are a Changing

Date: Wednesday, August 8, 2018
Time: 3:00pm - 4:00pm ET
Location: Webinar
Speaker: Betsy Brill, MBA; Laura Malone, CAP®, CEPA; Jennifer Klein Strauss, JD

For the first time, charitable giving has topped $400 Billion dollars and most of that is coming from individuals like your clients.   However, philanthropy is changing – and not just because of the Tax Cuts and Jobs Act (TCJA).  Women and next generation wealth-holders are the new decision-makers when it comes to substantial charitable giving. The use of various charitable giving vehicles is an ever-evolving dynamic that is no longer “one size fits all”.  Finally, those that give are beginning to seek more innovative ways to create impact and return on their philanthropic investment through various forms of impact/program related investments.

How do you tee up the conversation and effectively engage clients on this important topic?  Do you have the right collaborative team in place to assist you?

Please join Betsy Brill, Laura Malone and Jennifer Klein Strauss as they cover key charitable points from TCJA,  an overview of which philanthropic tools will best help you serve client needs and explain how to build a team that addresses due diligence, estate planning, tax and other considerations.

 

Betsy Brill is an internationally recognized expert in philanthropy. She is the co-founder and President of Strategic Philanthropy, Ltd., a Multi-Family Philanthropic Office® working with ultra-high net worth individuals, families and family-owned businesses. Betsy has authored pieces for the Journal of Practical Estate Planning, Alliance Magazine and STEP Journal, among others. She has participated in webinars on philanthropy for CELESQ, National Center for Family Philanthropy, Family Office Metrics, and Fidelity Charitable. In addition to her MBA from Thunderbird School of Management, Betsy has a Certificate in Non-Profit Management from Roosevelt University.

Laura Malone, in her role as Vice President at American Endowment Foundation (AEF), has consulted hundreds of trusted advisors, families and business owners about donor advised funds and other charitable giving strategies. She has been published in various local and national publications as well as speaks both locally and nationally to various financial, tax and estate planning organizations. Laura holds her Chartered Advisor in Philanthropy designation from the American College and serves as a faculty member for the Exit Planning Institute’s Certified Exit Planning Advisor (CEPA) Designation. She serves as Board President of the International Association of Advisors in Philanthropy and serves on the Boards of Cleveland Social Venture Partners and The Estate Planning Council of Cleveland.

Jennifer Klein Strauss concentrates her practice on estate planning and family wealth transfer planning. She has experience in income, gift, estate, and generation-skipping transfer tax matters, succession planning for closely held businesses, charitable planning and tax exempt charitable organization matters. Prior to joining Ytterberg Deery Knull, Jen served as an Assistant Counsel for the Metropolitan Museum of Art in New York, advising on tax and trusts & estates matters. She is a member of the Society of Trusts and Estate Practitioners (STEP). Jen graduated from Harvard College, magna cum laude, and received her J.D. from Columbia Law School.

REGISTER HERE for the individual program.  To register for the 2018 series, please click HERE.

See all upcoming and previous webinars

The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs are available live and on-demand (to watch at your leisure) and typically take place on the second Wednesday of each month at 3:00 pm ET. 

Individual Webinar Registration Fees

$40 Accredited Estate Planner® designee
$40 Junior/Student (available to any Junior or Student member of any NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College 
$60 Member of an affiliated local estate planning council or at-large member of NAEPC
$100 Non-member
$250 Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25 per feed, contact webinars@naepc.org for more information)

 

Yearly Subscription 
The yearly subscription offers a substantial discount to attend all of the programs during the calendar year!  After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.)
$280   Accredited Estate Planner® designee - $360 value
$420   Member of an affiliated local estate planning council or at-large member of NAEPC - $540 value
$700   Non-member - $900 value

$1125 Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25 per feed per webinar, contact webinars@naepc.org for more information) - $2250 value

To register for an individual program, please click on the "register here" option associated with the program you wish to attend.  To register for the series, click HERE.


Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to this policy. 


Have questions?  Download the handy webinar FAQ page HERE!

See Upcoming Event Calendar