Lunch N Learn

Current Estate Planning Trends

Charitable Giving, Major Gifts and Tax Smart Strategies

Thursday, November 21, 2019 

Take a deeper dive into the features of our most popular planned gift programs.  What are they and how do they work?   What donor / family situations are a good fit?  How does CFA make these programs available? Did you know you can dedicate a part of your estate to charity, secure family income and reap current tax benefits? Join us to learn how!

In this session, we will cover:
– Fundamentals of Giving Property versus Cash
– Creative Gifts of Real Estate
– Donor Advised Funds
– Designated Funds that receive IRA QCD contributions
– Charitable Remainder Trusts
– Charitable Lead Trusts

Presenter Kathy Saigeon has over 30 years experience in philanthropic and charitable gift planning.

Sponsored by Christian Foundation of America (Formally Christian Foundation of the West). Families worry about incapacity, financial insecurity, and tax burdens. This worry can stand in the way of more meaningful gifts to charity. We’ll share recent changes, trends and best practices. Our case studies use combined techniques to address future incapacity, and apply tax smart strategies to protect your estate, increase family income and make gifts to charity. As our mission is to encourage generosity, we want you to know what’s possible!

Co-Sponsored with Vision Resourcing Group, Jim Sullivan, CEO, visionresourcinggroup.com/

When: Thursday, November 21st, 11:30am – 1:30pm
Where:  The Office of Keller Williams OC Coastal, The Rausch Group
635 Camino de los Mares, third floor, San Clemente, CA 92673

Space is limited so register early.  Lunch is on us!