The Community Foundation of the Northern Shenandoah Valley and Mason Investment Advisory Services, Inc. Present:
Charitable Planning 2023
Charitable Planning in 2023 is a continuing education session inclusive of three modules. The first is titled “How to Talk with Clients about Death and Taxes.” In this session the speaker will discuss how to engage with clients about the topic of death and taxes and how the current economic downturn may impact those conversations. Are there new planning options? Are there specific strategies that may be more relevant during market downturns?
The second module: “Charitable Planning in 2023.” In this session, the speaker will provide an overview of the charitable planning process. The speaker will also address the typical questions that arise in the planning process and how those questions may be different during an extreme economic crisis. In addition the speaker will cover the potential impact of a gift, when to make a gift, what assets to use and will discuss how charities may benefit from a gift.
The third and final module is titled “Ethical Considerations in Talking with Clients about Charitable Giving Options.” This session will cover topics including potential biases in gift design, conflicts of interest, public policy issues and model standards of practice for the charitable gift planner.
Presenter – Laura Hansen Dean, J.D., Attorney at Law (Indiana, Texas)
In 2017 Laura Hansen Dean, Attorney at Law (Indiana, Texas) returned to Indiana and the charitable gift planning and consulting firm she founded in 1991, Laura Hansen Dean and Associates. Her clients include The University of Texas at Austin for whom she serves as Senior Director of Gift Design and Documentation.
During the years away from Indiana, she served as Associate Vice President of Development at The University of Texas Medical Branch at Galveston, as Assistant Vice President of Development for the University of Colorado System, and for 7 years as the Executive Director of Gift Planning at The University of Texas at Austin during the $3 billion fund raising campaign that concluded successfully in September 2014.
She is recognized as one of the most experienced and knowledgeable charitable gift planners in the country. For over thirty years she has assisted individuals and their advisors in considering and designing charitable giving plans as part of personal financial planning and estate planning.
Her association with community foundations started in 1994 when she began serving as the gift planning consultant to Giving Indiana Funds for Tomorrow (GIFT), the technical assistance program of The Lilly Endowment. That same year she began working The Indianapolis Foundation (IF) which started a 23 year association with IF, the Central Indiana Community Foundation, and the Legacy Fund of Hamilton County. She served as the CEO of the Community Foundation of Southern Indiana, and on the board of directors of the Chisholm Trail Communities Foundation, serving Georgetown, Texas.
She has worked with business owners, corporate executives, employees, entrepreneurs, families with inherited wealth, family owned businesses, professional practices, and individuals of modest means to individuals listed on the Forbes list of wealthiest Americans. The resulting charitable gifts have ranged from thousands of dollars to hundreds of millions of dollars. Having worked in most parts of the country, she is equally comfortable at a kitchen table as at a corporate boardroom.
A magna cum laude graduate of Indiana University School of Law, she has led gift-planning teams at public universities, community foundations, and academic centers on philanthropy, has served as Chief Executive Officer of a regional community foundation and a state university-related foundation, and as consultant for multi-year grants funded by some of the country’s largest private foundations. Her consulting firm has served a wide variety of charitable organizations, including community foundations, cultural organizations, private and public institutions of higher education, historic preservation organizations, hospitals and healthcare organizations, human service organizations, religious orders and organizations, and retirement communities.
She has served the charitable gift planning field in leadership positions with local planned giving councils and estate planning councils, and on the board of directors (1991-1993, 2012-2014) and committees of the National Committee on Planned Giving, now the National Association of Charitable Gift Planners (NACGP). She was inducted in the NACGP Hall of Fame in 2018 and served on the editorial review committee of the Journal of Gift Planning during its years of publication. She is a frequent speaker and teacher and contributor to publications on philanthropy.
Date
November 14, 2023
SCHEDULE:
11:30 am – 12:15 pm: Registration and Lunch
12:15 – 12:30 pm: Introductions
12:30 – 3:45 pm: Continuing Education Session
LOCATION:
107 Youth Development Court
2nd floor
Winchester, VA 22602
Cost:
Free
Learning objectives include:
- Learn why cash may be one of best giving options for your client’s this year.
- Learn several ways to start estate planning conversations with your clients.
- List four charitable giving instruments that can be used to benefit multiple charities.
- Identify three ways that using a percentage or share of an asset may be a better option during times when asset values fluctuate wildly.
- Identify four factors that may lead to gift design bias by a gift planner or charitable organization.
- List ten key points included in the Model Standards of Practice for the Charitable Gift Planner.
Who should attend?
Estate Planning Attorneys, Certified Public Accountants, Certified Financial Planners, Bank Trust Officers, Insurance Agents and any other professional advisors interested in improving their chartable planning knowledge to build their private client practices.
To register, please contact:
Nancy Silva
Executive Director
Community Foundation of the Northern Shenandoah Valley
107 Youth Development Court
Winchester, VA 22602
Phone: 540-869-6776
director@cfnsv.org
www.cfnsv.org
Continuing Education Credit Status:
- CPAs may earn two CPE credits for Finance and one CPE credit for Economics.
- Chartered Financial Consultants (ChFC®) may earn 3.5 continuing education credits. Please note that ChFC® continuing education credits for this course will require self-reporting from course attendees. A certificate will be provided to any attendee who would like to submit this course for ChFC® credits.
- Certified Financial Planners may earn three credits.
- Bank Trust Officers may earn 3.75 CTFA credits.
American Bankers Association (ABA) Professional Certifications has approved “Charitable Planning 2023” for: CTFA 3.75 CE credits. ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. This statement is not an endorsement of this program or its sponsor. - Pending: Attorneys may receive two mandatory continuing legal education credits.
Prerequisites:
None
Advanced Preparation:
None
Program Level:
Overview
Delivery Method:
In-person
Conference Policies:
For more information related to this program, please contact:
Nancy Silva
Executive Director
Community Foundation of the Northern Shenandoah Valley
107 Youth Development Court
Winchester, VA 22602
Phone: 540-869-6776
director@cfnsv.org
www.cfnsv.org
For information related to complaints, please contact:
Will Thorpe
Chief Marketing and Development Officer
Mason Investment Advisory Services
11921 Freedom Drive
Suite 1000
Reston, VA 20190
T: (703) 716-6000
F: (703) 716-6020
wthorpe@masoncompanies.com
www.masoncompanies.com
Mason Investment Advisory Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
