Charitable Contribution Tax Seminars on IRAs & Other Charitable Gifts
for attorneys, CPAs, trust officers, CLUs, financial planners
|Ethics for Estate Planners is a popular add-on. Increase contributions and maximize tax savings with the new incentives. Avoid pitfalls and penalties.|
One of my greatest joys is explaining how “to make a difference” by maximizing charitable gifts. Please call me at 203-637-4311 to discuss the appropriate program for you and to schedule a date.
— Conrad Teitell
Lecture topics include:
taxwise philanthropy income, gift, estate and capital gains tax saving on outright and life income gifts.
outright gifts cash, securities, real estate, artwork, bargain sales, sophisticated giving techniques, dealing with problem properties.
life income gifts charitable remainder unitrusts, annuity trusts, pooled income funds, gift annuities, deferred payment gift annuities, remainder interests in residences and farms, charitable lead trusts.
| ||four-hour program $11,000 plus travel expenses|
| ||three-hour program $9,000 plus travel expenses|
| ||two-hour program $6,500 plus travel expenses |
|A 400-page outline is included for you to reproduce and distribute to the participants. |
|Informed advisors are members of your team. They're receptive to development officers' proposals and can advise clients about the tax and other benefits of charitable gifts. |
Intensive Planned Giving Program
a full-day program for attorneys, CPAs, trust officers, financial planners, CLUs
"Find time. I heard him speak — he was good as billed."
From rookie to pro in a single day:
| ||Tax techniques for outright, charitable remainder and charitable lead gifts |
Estate planning — what you need to know
| ||Start, expand, promote and administer planned giving programs |
|co-sponsor with other charitable organizations |
planned giving councils
|local banks, professional firms, community foundations |
a large charitable institution for its own staff and key volunteers
co-sponsor with a local estate planning council and invite attorneys, CPAs, trust officers, and financial planners. (They'll get continuing education credits while they learn how clients can make Taxwise charitable gifts — and welcome the opportunity to network)
Fee: $13,000 plus travel expenses. A 400-page outline is included for you to reproduce and distribute to the participants.
Planned Giving Lectures in Your Community
|Estate Planning Strategies |
a two-hour program for donors, volunteers, board members
|"Estate planning becomes even more important— and more challenging— with the passage of the Economic Growth and Tax Relief Reconciliation Act (EGTRRA)." Teitell discusses the new law in both the Estate Planning Strategies and Smart Philanthropy programs. |
Smart Philanthropy benefits charities and donors
a luncheon or dinner talk for donors, volunteers, board members
This program enables Conrad Teitell to talk informally with important donors and their advisers. After dessert, he'll entertainingly tell your group how well-planned philanthropy benefits donors, family members and your institution. Call Conrad to discuss a special program for your needs.
"Dynamic, as always, and helpful."
"He really knows how to hold his audience"
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Get a special 10% discount for sponsoring two or more programs in your community
Cut costs by co-sponsoring with neighboring institutions or enlisting local bank, firms and community foundations as funding sponsors.
We'll suggest ways to ensure your program's success - from invitations to promotion
Last Wills: Past and Present...the Wise and the Whimsical
|for donors, volunteers, board members |
| ||In this light-hearted and entertaining talk, Conrad gets the charitable giving and estate planning message across |
| || Fee: $6,500 plus travel expenses |
Schedule 2 or more programs on the same day and get a special 10% discount.
“A great session — lively, entertaining and informative.”