Title: Life Events, We All Have Them! Turning Life's Transitions into Planned Gifts

Presenters: Christianna Luy and Emanuel Kallina

Date: June 22, 2021

Time: 1:00 to 2:00 p.m. EST

Beginning to engage with donors in gift planning can feel overwhelming. It’s easy to feel confused by all the vehicles, legal language and incredible tax saving opportunities that can come from planned giving. How do you begin to step into gift planning conversations when this all feels so new and you still feel like you don’t know enough? Before you learn the ins and outs of every tool in the gift planning toolbox, you can spot life events that suggest an individual may be ready to make a planned gift. Hear of a donor who’s selling a business? Beginning succession planning? Getting divorced? Retiring? Planning for a non-citizen spouse or special needs child? These situations can be triggers to opening the door to a planned gift conversation. They can also be helpful in discerning when to begin working with a qualified tax attorney.

          - Identify "life events" that lend themselves to gift planning.

          - Engage conversations with donors around "life events."

          - Understand how to utilize "life events" and begin the gift planning process.

Christianna Luy

assistant vice president, ccs fundraising  

Christianna Luy, CFRE, is an Assistant Vice President with CCS Fundraising, the world’s largest fundraising consulting firm. She is currently serving as lead campaign counsel for the University of California Office of the President and has previously led capital campaigns, feasibility studies and development assessments in the health, human service, independent school and association nonprofit subsectors on both the east and west coasts. Prior to joining CCS, Christianna served in university advancement at two higher education institutions; with an international humanitarian aid organization; and a metropolitan center for nonprofit advocacy. Christianna holds degrees from the Indiana University Lilly Family School of Philanthropy and Taylor University.

Emanuel Kallina

managing member, kallina & associates, llc 

Emanuel (Emil) J. Kallina, II was educated at Bowdoin College, the University of Maryland School of Law and New York University School of Law. He is licensed to practice law in Maryland and the District of Columbia, and is admitted to practice before the U.S. Fourth Circuit Court of Appeals, the U.S. District Court for the Districts of Maryland and D.C., and the U.S. Tax Court. While Emil focuses his practice on estate and charitable planning for high net worth individuals, he has practiced extensively over the years in the related fields of business law, corporate tax law, partnerships and real estate. Emil is a co-founder and member of the Board of Directors of the Planned Giving Design Center, a former member of the Board of 
Directors of the National Association of Charitable Gift Planners, former Chairman of the Government Relations Committee of CGP, a co-founder of the Chesapeake Planned Giving Council, Chairman of the Board and President of The James Foundation, a member of the Board of Directors of Search Ministries, Inc., a member of the Board of Directors of the Smith Barney 
Charitable Trust and a member of the boards of trustees or directors of a number of other non-profits. Emil has testified before the IRS and has worked extensively with the staff of the various Congressional committees regarding charitable legislation, and heads a national group of charitable giving practitioners that meets informally with the IRS to discuss ruling policy in the planned giving area.

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.