Phil Cubeta, Steven Meyers & Tim Belber

 

When properly planned, philanthropy is more than tools and techniques. The purposes of philanthropic planning include but transcend tax savings and financial benefits to donor and family. Effective legacy planning also achieves measurable positive impact on the community, via specific programs, at specific nonprofits in line with client intentions. At the intersection of values-based legacy planning and personalized nonprofit gift planning, a new cross-disciplinary body of practice is evolving, in which the attorney, as counselor, trusted advisor, and servant leader, may play a leading role. This panel, drawn from law, academics, financial planning, and gift planning, will both discuss and model the new cross-disciplinary fusion of fields.

 

Learning Objectives: 

1. Learn three great ways to add philanthropy to an estate plan.

2. For-profit advisors learn to position their practices to include nonprofit gift planners and better serve clients and donors.

3. Understand the role of the trusted advisor in coordinating the process and negotiating and advocating on behalf of the client/donor.

 

CFRE: Approved for 1 point

CAP: Approved for 1 PACE credit