Charitable Planning for the "Every Client”.

GRATs, GRUTs, CRATs, NimCRUTS… The alphabet soup in charitable planning can get a bit overwhelming. Your clients don't need to be super wealthy to engage in meaningful planning. Join us for this month's AIP webinar as we revisit some of the "quick and easy” strategies that can help your clients reduce taxes before the year end and help you create symbiotic relationships with other advisors. Specific discussions will include a 1040 Charitable Checklist for smarter giving, Roth Conversions and other ways to keep your eyes peeled for opportunities to implement charitable planning more frequently and more functionally. You'll leave this webinar with concrete strategies and case studies that work and allow you to engage in charitable planning with every client you serve.

Presenters:

Laura J. Malone, CAP, CEPA, AEF (American Endowment Foundation)
Laura J. Malone, CAP® serves as the Director of Gift Planning for American Endowment Foundation (AEF). Founded in 1993, AEF is an IRS-recognized public charity that administers a national, independent Donor Advised Fund program. AEF’s sole business is Donor Advised Fund administration. Among other clients, AEF works with business owner to help them leverage their highly-appreciated holdings in a tax-efficient way while finding a way to "give back”. Laura is a member of Advisors in Philanthropy, Partnership for Philanthropic Planning, Northern Ohio Planned Giving Council, Financial Planners Association as well as The Estate Planning Council of Cleveland.


Adam Miller, CFP®, CAP®, ElderAdo Financial
Adam is a CERTIFIED FINANCIAL PLANNER™ professional and a Charterd Advisor in Philanthropy. As a trusted fiduciary and fee-only financial planner, he works passionately to help families preserve and manage their assets. By encouraging families to communicate their values, he helps them to make an impact, sharing their wealth and wisdom with the people and organizations they care about. Discover more about stewardship and impact at www.planningforstewardship.com