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Southern October Member Meeting
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10/20/2017
When: Friday, October 20, 2017
9:30am-1:00pm
Where: Mankato Golf Club
100 Augusta Drive
Mankato, Minnesota  56001
Contact: Ruthann Parkinson
(507) 388-3555


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Agenda

9:30-11:30am CE Presentations
11:45am-1:00pm Lunch & Member Meeting

Grow Your Practice with Donor Advised Funds

Have you ever wanted to know more about incorporating philanthropic planning into your practice? Donor advised funds are a perfect and easy way to get started. Many people of both moderate and significant wealth are creating donor advised funds with the help of their professional advisors. Philanthropic planning isn’t just for the ultra-wealthy anymore. Join us to learn how you can grow and develop your practice, deepen client relationships and gain more referrals with this simple, but powerful tool.

Learning Objectives:

  1. Learn basic features and advantages of donor advised funds
  2. Learn how to incorporate donor advised funds with other estate and financial planning techniques
  3. Learn about resources available to you to enter this market space

IRD Basics & Best Practices

What is income in respect of decedent or “IRD”? It’s a long phrase that can invoke trepidation. It’s simply income that has not yet been taxed to a deceased person. In this session we will go over the basic background that you need to know about this type of income, planning opportunities, rules you want to know and best practices for charitable planning with these assets.

Learning Objectives:

  1. Understand the basic types of IRD
  2. Understand the rules that apply to IRD
  3. Identify planning opportunities with IRD

Speaker

Dana Holt JD, RICP, AEP www.holtplannedgiving.com

I am a gift planning guru, yoga enthusiast, and greyhound mom. I use my twenty years of experience in financial, estate, and gift planning to help charities, families, and professional advisors turn assets into the very best charitable gifts.

Only about 10% of America's wealth is held in cash. It's true - only 10% is hanging out in our checking and savings accounts. The rest of our wealth happily spends its days living as things like real estate, life insurance, retirement accounts, and other interesting assets.

If that's where the real money is, then why do charities constantly "chase the checkbook" for donations? Why do donors focus on giving from their checking accounts when the other 90% is just sitting there waiting to be shared for the benefit of life-changing causes?

I'll tell you why. It's because until now charitable gift planning has been a mysterious blend of tax wizardry, voodoo, and legalese. I'm here to de-mystify it for you.

I will teach you how to unlock that other 90% for the benefit of your favorite charitable works. Together, we will turn wealth into what matters.

Fees

There is no fee to attend this meeting.

CE Credits

Attendees will receive 2 MN Insurance CE Credits for attending this meeting. You will need to provide your license number in order to receive credit. Credits are currently pending.


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Cancellation Policy: N/a

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    National Association of Insurance and Financial Advisers of Minnesota

    1000 Westgate Drive, Suite 252, St. Paul, MN 55114
    Phone: (651)366-6091    Fax: (651)290-2266
    Email: naifa@naifa-mn.org

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