If you wish to request a refund for an event registration, please contact email@example.com.
Charities today are offered a wide variety of complex assets to fund both outright and life income gifts, including real estate, closely-held business interests, and tangible personal property. While gifts of complex assets are often of significant size, they can be difficult to analyze and present risks that must be understood and effectively managed. This session will present a framework for assessing gifts of complex assets and examine some of the various issues that come up in the planning and gift execution process.
Speaker: Jeffrey Underwood, Senior Relationship Manager, TIAA Kaspick & Company
Mr. Underwood joined TIAA Kaspick in 2008 from the University of California, Berkeley where he was an Associate Director of Gift Planning. Prior to working at UC Berkeley, he was the Director of Gift Planning at The First Church of Christ, Scientist in Boston. He has over 25 years’ experience in gift planning and currently serves on the board of the National Association of Charitable Gift Planners. He served as President of the Planned Giving Group of New England in 2004-2005. He graduated with high honors from the American Bankers Association’s National Graduate Trust School, has a BS in Accounting from the University of Missouri-Kansas City, and earned an MBA with honors from Northeastern University.
Tax Cuts and Jobs Act: What the Tax Reform Bill Means for You and Your Favorite Charity
The most significant tax reform in three decades was signed into law on December 22, 2017. Attend this high-level overview of some of the most significant changes, with an emphasis on provisions that affect incentives for charitable giving.
Speaker: Michelle C. Herting, CPA
Michelle provides a boutique service that combines tax planning and trustee work with litigation and attorney support. She has twenty years of experience working with local law firms as a trustee and trust advisor. Michelle is the president-elect of our local council of the National Association of Charitable Gift Planners. She is the vice president of the Estate Council of Riverside County and a frequent speaker at the Osher Institute at UC Riverside. This year, she also celebrates her thirtieth tax season. With no intentions of slowing down, she successfully passed the prestigious AICPA Accredited Business Valuation exam last year.
21st Century Philanthropy Planned Giving Steps to the Plate
Thursday March 28, 2019
Ken Turpen, Vice President, Thompson & Associates
As institutional leaders deal with tighter budgets while seek greater philanthropic support, one wonders if planned giving officers and estate planning services will be given an opportunity to step to the plate. This fast paced educational session will share key factors for successfully building a complete philanthropy program while utilizing a planned giving platform.
Speaker: Ken Turpen, is Vice President at Thompson & Associates. With over 30 years of experience and a successful track record of fundraising Ken has expertise in all areas of fundraising including estate planning, planned giving, capital campaigns, major gifts and annual giving. Ken was named as a Fellow in Charitable Estate Planning (FCEP) by the Charitable Estate Planning Institute in 2016, and a Certified Fund Raising Executive (CFRE) by CFRE International in 1996 and still maintains both distinctions. An active member of the Association of Healthcare Philanthropy (AHP) and the Association of Fundraising Professionals (AFP). Ken is a board member of the Milton Murray Fund for Philanthropy, a former member of Rotary International, deacon in his church, and is an active volunteer in his community. His interests include golf, reading, Mexican food, and travel.
Testamentary Life Income Gifts
May 21, 2019
Linda Mazur, Senior Director of the Pomona Plan
Linda Mazur Bio:
Linda Mazur directs the Pomona Plan of Pomona College, her alma mater. Before joining Pomona’s planned giving team in 2010, she worked as an estate planning attorney in private practice, chairing the Probate, Trust, and Estate Planning Section of the Beverly Hills Bar Association in 1995. She is a graduate of UCLA Law School.
Event Description :
A real example of the good, the bad, and the ugly of life-income gifts funded through bequests or other estate planning techniques. What are the roadblocks and difficulties associated with these kinds of gifts, as well as the benefits? Mazur will share how Pomona College managed a recent testamentary life-income gift, including partnering with outside advisors. She will talk about the history of the gift, the qualified disclaimer process used to realize the gift from the decedent’s Individual Retirement Account, and the related legal, tax, accounting, and trust administration questions that had to be resolved once the gift matured.
Life Insurance Settlements
July 23, 2019
500,000 seniors a year lapse their life insurance policies because they no longer want or need them, walking away with nothing. Some of these seniors could be your donors. Hear about how these policies can be turned into cash for donations.
Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker. Ms. Rehburg is energized by helping non-profit organizations and their donors benefit from unwanted or unneeded life insurance policies. By having access to many investor groups, Rehburg Life Insurance Settlements can place more policies and realize a better return for clients. Lisa has been in the health and life insurance industries for over 30 years. She has held executive roles at carriers, general agencies and TPAs. She holds a Bachelor of Arts degree in Finance and a Master of Arts degree in Organizational Development. She can be reached at (714) 349-7981, firstname.lastname@example.org or www.rehburglifesettlements.com.
The 2018 US Trust Study of High Net Worth Philanthropy
September 18, 2019
Matthew Laufman, Senior Vice President, Philanthropic Strategist – Bank of America Private Bank – Philanthropic Solutions
Established in 2006, this groundbreaking study, conducted in partnership with The Lilly Family School of Philanthropy at Indiana University, is the largest and most comprehensive survey to date of the charitable practices and attitudes of wealthy Americans. The 2018 study will explore many of the same issues probed in earlier versions of this research, including how much, where, and why wealthy donors give their time and money. It will also expand into several new areas, such as how and the frequency in which donors measure and monitor the results in their giving. The findings in the 2018 study impact and inform the practices of donors, nonprofit organizations and advisors alike.
Matthew Laufman is a Senior Vice President and Philanthropic Strategist with Bank of America Private Bank Philanthropic Solutions group. Matthew’s responsibilities include providing in-depth philanthropic planning knowledge and tailored solutions to assist clients in pursuing their mission and goals.
Building a Successful Bequest Campaign
Andy Ragone, Integrated Marketing Specialist, Crescendo Interactive, Inc.
November 13, 2019
Imagine… a bequest pipeline large enough to move your organization forward well into the future. This session offers ideas to help you strategize for future bequest marketing campaigns.
Making connections and building trust best describes Andy’s passion as a writer, speaker, leader, husband and father. Andy comes to us with a church executive and digital-marketing background in the nonprofit arena. Having worked with three larger churches over the past 20+ years, Andy has appreciated the challenges of growing organizations—including the development of staff and culture, fund raising, volunteer coordination and marketing systems. Andy brings a big-picture perspective that brings vision, volunteerism and fund development together. Upon earning his M.Div. (Master of Divinity) from Phoenix Seminary in 1998, Andy ventured out to learn the ins and outs of pastoring—leading people forward in their connection with God and helping them develop in their capacity to care. This required finding the right people for the right roles, creating pathways to greater involvement and volunteerism, and developing future leaders for future expansion. Andy loves spending his downtime with family, writing and is ever in search of the ultimate espresso shot.
This Event Has Been Canceled
Changes and the Future of Philanthropy
Chris Marsh, Christoph Courth, & Jim Bruner
March 18, 2020
Clients have told us they want to change the world in positive ways – charitable gift planners help clients do this every day and we want to partner with you in this endeavor. Three thought leaders from UBS will provide insights on industry changes and the future of philanthropy. Through this open forum, you will have the opportunity to join this exciting discussion and hear the unique perspectives of three UBS thought-leaders through a Q&A format.
Chris Marsh, Managing Director at UBS Financial Services
Christoph Courth, Executive Director, Senior Strategist – West, Central Rockies Family Advisory and Philanthropy Services
Jim Bruner, First Vice President – Wealth Management
Parking is on southside of the building (best entrance is off Country Club (between Bob Hope and Monterey) at John L. Sinn Road.
Opportunity Knocking: Non-Spouse Stretch IRAs, Annuities and IRA CRUTS
Linda Wight Mazur and Raymond T. Rotolo
August 26, 2020
The SECURE Act now requires most non-spouse heirs to take all of the money out of an inherited retirement plan within 10 years, instead of over their lifetimes. Learn about these new rules, how they will impact donors, and charitable options for achieving payments stretched over a lifetime.
Linda Mazur leads the Gift Planning Department of Pomona College, her alma mater. Before coming to Pomona, Linda worked as an estate planning attorney in private practice, chairing the Probate, Trust, and Estate Planning Section of the Beverly Hills Bar Association in 1995. She is a graduate of UCLA Law School.
Ray spent 14 years in the life insurance and financial planning field, with a 2-year time-out to serve as volunteer (with his wife) at the Kwai River Christian Mission with the American Baptist Churches in Thailand. In 1990, he became the Dir. of Planned Giving at George Fox University in Newberg, OR. Now in his 31st year in the planned giving profession, he became the Asst. Dir. of PG in 1995 at his alma mater (’76), Claremont McKenna College, and then the Dir. of PG in 2008. Because the College is young and has less than 1,000 alumni over age 70, the planned giving program is unique in that 95% of the donors to the program are non-alumni. Ray lives in Upland, CA, with his wife Diane, 2 fun-loving dogs, and a large tortoise who puts in an occasional appearance. They have 5 sons, all of whom are Eagle Scouts.