Webinar: Aligning Charitable Planning & Life Insurance

Webinar: Aligning Charitable Planning & Life Insurance

Best Practices, Planning Techniques, and Philanthropic Benefits
News story posted in Continuing Professional Education on 19 February 2010| 5 comments
audience: Trusts and Estates, National Publication | last updated: 18 May 2011
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Summary

Charitable giving is under great stress. Donations are down; endowments are down; government grants are down; yet the social needs are greater than ever.

On Thursday, February 25, 2010 at 4:15pm ET / 1:15pm PT, Trusts & Estates and Registered Rep magazines will bring together experts from the Association for Advanced Life Underwriting (AALU), the American College, and the Partnership for Philanthropic Planning (PPP) to address the use of life insurance in charitable giving. Attendence is free.

Aligning Charitable Giving & Life Insurance:
Best Practices, Planning Techniques, and
Philanthropic Benefits



Register Now For This Live Webinar

Charitable giving is under great stress. Donations are down; endowments are down; government grants are down; yet the social needs are greater than ever. The Association for Advanced Life Underwriting (AALU), the American College, and the Partnership for Philanthropic Planning (PPP) are rising to address this challenge. AALU, The American College and PPP are collaborating to create a best practices task force - a group of life insurance producers and planned giving professionals who will work together to set forth the best practices of using life insurance as a charitable giving tool. We all have a stake in best practices. Life insurance is a product that can create significant philanthropic benefits, but which can also be abused. Charities often have a hard time telling which ideas and which producers are to be trusted.

During this web presentation, you will hear about the objectives or mission of the AALU/PPP task force from Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College.

These panelists will introduce our featured speaker, Charles Ratner, the National Director of Personal Insurance Counseling for Ernst & Young. Charles will talk about the use of life insurance in charitable giving, outlining the respective benefits to the donor and the organization, the threshold guidelines that charitable organizations must establish for planned giving with life insurance, selected planning techniques with life insurance, and a suggested framework for organizations to assess the economic and tax implications of these techniques.

For advanced life insurance producers who are committed to best practices, the opportunities have never been greater. This webcast will help insurance producers achieve maximum positive impact for clients and the non-profits they love and support. For nonprofit gift planners, this presentation will help you identify the insurance ideas that work well, while distancing yourself from those that do not. By partnering in the spirit of best practices, we will achieve great things for donors, their charities, and our communities.

Our Panel:


Rich Santos
Publisher
Trusts & Estates



Charles Ratner, J.D.
National Director of Personal Insurance Counseling
Ernst & Young



Tanya Howe Johnson
President and CEO
Partnership for
Philanthropic Planning


Kelly G. Kidwell
CFP®,CHFC®, CLU® President and CEO
Pacific Advisors



Philip B. Cubeta
CLU, ChFC, MSFS, CAP Sallie B. and William B. Wallace Chair in Philanthropy American College

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Comments

Is a printed version/dowload of the presentation available?

Elizabeth A. Ponder Director of Planned Giving UAB-University of Alabama at Birmingham eponder@uab.edu

CE

Is there any CFP(R) of CFRE CE credit available for viewing the entire presentation?

Do I need to re-register?

I was registered and involved in the live broadcast when I got pulled out of it for an impromptu meeting. How do I start the seminar up at a later time? I'm not seeing anything directing me to that.

Rebroadcast?

For those who may not be free at that hour, is this going to be available on any basis other than "live as it happens"? Sheila Hard Planned Gift Consulting Sheila A. Hard, J.D., Principal 4857 Wind Creek Dr. Sacramento, CA 95838 (915) 564-0439 sh@sheilahard.info

Rebroadcast

Yes, simply register and you will be able to watch the program immediately. It will be available for one year.

Page Layout

May just be my browser but the right edge of the text is obscured by the panel column.

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