Working With Advisors – The Good, The Bad and The Ugly 

Karena Bierman
 
Experienced gift planners know that when a donor indicates they are ready to complete a gift that includes a split interest component such as a charitable remainder trust or gift annuity, it is just the end of one phase of the gift planning process and the beginning of another.  Virtually any gift other than by cash or credit card will involve the participation of one or more professional advisors.  In many situations, assets are changing hands in ways that may negatively affect advisors who may act to defend assets under management or protect fees from potential probate and trust services.  
In this session a seasoned gift planner who has successfully completed planned gifts spanning the full range of options over a distinguished career, will share her experience through examples of actual gift situations and relay the lessons she has learned that can lead to more win/win outcomes.  
 
Learning Objectives:
1. Learn how to involve the correct advisor and gain their confidence as early in the gift planning process as possible.
2. Discover how to ascertain whether an advisor’s reticence is based in their lack of knowledge or active defense of assets and how to provide information and other assurances to help move the gift to completion.
3. Be aware of the importance in some cases of ongoing “stewardship” of advisors as well as donors.
4. Developing programs to incorporate professionals into your gift program.
5. Ensuring that donors use advisors to protect their interest and yours.
 
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2017
Price: 
$30.00
Purchase Type: 
Individual
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