LEAVE A LEGACY^® - Events - Events in the Past - Details

SPECIAL PLANNED GIVING DAY WITH JOHN BROWN

Date: Jan 27th, 2009
Time: Various sessions
RSVP By: Jan 23rd, 2009

The Center for Hospice & Palliative Care, Inc.
225 Como Park Boulevard
Buffalo, NY 14227
Map & Directions

A morning session planned especially for Professional Advisors (lawyers, financial planners, accountants, etc.) will focus on important succession planning issues for small or family businesses. Topics include:

Helping clients structure creative gifting that facilitate personal planning goals

Using testamentary charitable lead trusts to pass asset values to other family members

Funding Charitable Remainder Trusts with Real Estate or Arts & Antiques

This program has been accepted by CFP Board for 2.5 CE credits. We are grateful to the CFP Certification Education Program at Bryant & Stratton College for their Continuing Education Sponsorship.

Bryant & Stratton College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo) certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

A working luncheon session for Development Professionals will focus on:

Overview of Planned Gift Arrangements

Bequests

Charitable Remainder Unitrusts and Charitable Remainder Annuity Unitrusts

Charitable Gift Annuities

Charitable Lead Trusts and Non-Grantor Charitable Lead Trusts

Closing more gifts by matching assets to planned or creative gift arrangements

Cash

Securities

Real Estate

Life Insurance

Personal Property

IRA’s

Creative Giving in the Current Economy

Additionally, on a first come first serve basis, individual professionals, development officers and prospective donors will have the unique opportunity to have a private confidential consultation with John Brown. Use this time to:

Discuss complex gifting issues or situations
Obtain a mini-audit of marketing and other promotional materials
Brainstorm creative approaches to your work

About our Speaker:

John Brown
President and Founder
John Brown Limited, Inc.

John founded John Brown Limited in 1978 on the philosophy that development professionals are most effective when their strategies include respect for donors' interests; relationship building; rehearsed, but comfortable solicitation; and planned giving integrated into all major gift endeavors. The hallmark of John's counsel is to motivate organizational leaders in building ownership among their constituents, and consistently achieving a greater level of success in fundraising.

Under John's leadership, JBL has served thousands of clients. By fostering donor ownership and respect, his clients run capital and endowment campaigns, effective major/planned gift programs and, most importantly, long-term financial and membership growth.

Prior to opening his own firm, John served in several major gifts and planned giving positions at Syracuse University. He later created and directed the planned giving program at Harvard University, and was a founding member of the Planned Giving Group of New England. John volunteers his time lecturing at professional nonprofit conferences each year, including CASE and AFP.

Use the online registration form for Session 1, Session 2 or Afternoon One-On-One Sessions.


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Also See About Us Individuals Not for Profits Professional Advisors LEAVE A LEGACY^® - Events - Events in the Past - Details SPECIAL PLANNED GIVING DAY WITH JOHN BROWN Date: Jan 27th, 2009 Time: Various sessions RSVP By: Jan 23rd, 2009 The Center for Hospice & Palliative Care, Inc. 225 Como Park Boulevard Buffalo, NY 14227 Map & Directions A morning session planned especially for Professional Advisors (lawyers, financial planners, accountants, etc.) will focus on important succession planning issues for small or family businesses. Topics include: Helping clients structure creative gifting that facilitate personal planning goals Using testamentary charitable lead trusts to pass asset values to other family members Funding Charitable Remainder Trusts with Real Estate or Arts & Antiques This program has been accepted by CFP Board for 2.5 CE credits. We are grateful to the CFP Certification Education Program at Bryant & Stratton College for their Continuing Education Sponsorship. Bryant & Stratton College does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo) certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements. A working luncheon session for Development Professionals will focus on: Overview of Planned Gift Arrangements Bequests Charitable Remainder Unitrusts and Charitable Remainder Annuity Unitrusts Charitable Gift Annuities Charitable Lead Trusts and Non-Grantor Charitable Lead Trusts Closing more gifts by matching assets to planned or creative gift arrangements Cash Securities Real Estate Life Insurance Personal Property IRA’s Creative Giving in the Current Economy Additionally, on a first come first serve basis, individual professionals, development officers and prospective donors will have the unique opportunity to have a private confidential consultation with John Brown. Use this time to: *Discuss complex gifting issues or situations* *Obtain a mini-audit of marketing and other promotional materials* *Brainstorm creative approaches to your work* About our Speaker: John Brown President and Founder John Brown Limited, Inc. John founded John Brown Limited in 1978 on the philosophy that development professionals are most effective when their strategies include respect for donors' interests; relationship building; rehearsed, but comfortable solicitation; and planned giving integrated into all major gift endeavors. The hallmark of John's counsel is to motivate organizational leaders in building ownership among their constituents, and consistently achieving a greater level of success in fundraising. Under John's leadership, JBL has served thousands of clients. By fostering donor ownership and respect, his clients run capital and endowment campaigns, effective major/planned gift programs and, most importantly, long-term financial and membership growth. Prior to opening his own firm, John served in several major gifts and planned giving positions at Syracuse University. He later created and directed the planned giving program at Harvard University, and was a founding member of the Planned Giving Group of New England. John volunteers his time lecturing at professional nonprofit conferences each year, including CASE and AFP. *Use the online registration form for Session 1, Session 2 or Afternoon One-On-One Sessions.*


LEAVE A LEGACY^® WESTERN NEW YORK P.O. Box 1885 Buffalo, NY 14225 (716) 879-0944 Phone (716) 668-7805 Fax Info@LeaveALegacyWNY.org

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LEAVE A LEGACY® - Events - Events in the Past - Details

SPECIAL PLANNED GIVING DAY WITH JOHN BROWN

LEAVE A LEGACY^® - Events - Events in the Past - Details