The 48th AFP International Conference on Fundraising
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Begin at the End...Ease and Clarity in Testamentary Planning
Program Code:
MG2
Date:
Tuesday, March 22, 2011
Time:
9:15 AM to 10:15 AM
EST
SPEAKER
:
Jim Normandin, Memorial Medical Center Foundation, Long Beach, Calif.
Description
Charitable bequest planning, sometimes referred to as “painless philanthropy” properly structured can facilitate a beneficial family wealth transfer plan. The
many facets of charitable bequest, and how it applies to everyone, both outright and deferred will be discussed. Presentation will include case studies that you will find applicable at your organization including family advised endowment, the transfer of power and influence to heirs and the gift that keeps on giving.