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Demystifying  Planned Giving Rabbinical Assembly Delivered by Tony Martignetti, Esq. Martignetti Planned Giving Advisors, LLC January 27, 2010
Where We’re Headed ,[object Object],[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],[object Object]
Charitable Bequests ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Living Trusts ,[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 Shul 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]
Charitable Lead Trust Heirs income for period of years or life Shul close of trust cash, stock, real estate from Donor Lead Trust
Charitable Lead Trusts Fixed or Variable Income To Shul ,[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]
Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who Are The Best Prospects- Where To Look ,[object Object],[object Object],[object Object],[object Object]
Who Are The Best Prospects- Bequests ,[object Object],[object Object],[object Object],[object Object],[object Object]
Who Are The Best Prospects- Living Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object]
Who Are The Best Prospects- Beneficiary Designations ,[object Object],[object Object],[object Object]
Who Are The Best Prospects- Charitable Remainder Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object]
Who Are The Best Prospects- Charitable Gift Annuities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who Are The Best Prospects- Charitable Lead Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who Are The Best Prospects- 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],[object Object]
Continuing Ed. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Next Thursday, Part Deux ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Demystifying Planned Giving, Part I. Presented to the Rabbinical Assembly.

  • 1. Demystifying Planned Giving Rabbinical Assembly Delivered by Tony Martignetti, Esq. Martignetti Planned Giving Advisors, LLC January 27, 2010
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9. Irrevocable Gifts That Pay Life Income Donor donor’s death Shul lifetime income cash, stock, real estate (?) planned gift
  • 10.
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  • 16. Charitable Lead Trust Heirs income for period of years or life Shul close of trust cash, stock, real estate from Donor Lead Trust
  • 17.
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  • 21.
  • 22.
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  • 30.