Opera Conference 2011

Planned Giving: Demystified Opera Conference 2011 Boston, MA Delivered by Tony Martignetti, Esq. Martignetti Planned Giving Advisors, LLC May 7, 2011

Where We’re Headed ,[object Object],[object Object],[object Object]

What is Planned Giving ,[object Object],[object Object]

How is Planned Giving Done ,[object Object],[object Object],[object Object],[object Object]

Charitable Bequests ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Beneficiary Designations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object]

Irrevocable Gifts That Pay Life Income Donor donor’s death Company lifetime income cash, stock, real estate (?) planned gift

The Life Income Gifts (a/k/a love those acronyms) ,[object Object],[object Object],[object Object],[object Object]

Charitable Remainder Annuity Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Charitable Remainder Unitrust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Charitable Gift Annuity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Irrevocable Gifts That Don’t Pay Life Income ,[object Object],[object Object],[object Object]

Charitable Lead Trust Heirs income for period of years or life Company close of trust cash, stock, real estate from Donor Lead Trust

Retained Life Estate ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Charitable Lead Trusts fixed or variable income ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Charitable IRA Rollover ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Continuing Ed. ,[object Object],[object Object],[object Object],[object Object],[object Object]

Opera Conference 2011

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Opera Conference 2011