Topeka Community Foundation and Mason Investment Advisory Services, Inc. Present:
Ethics & Charitable Planning in 2024
Ethics & Charitable Planning in 2024 is a continuing education session inclusive of two modules.
The first is titled “Strategic Charitable Gift Planning: Maximizing Tax Benefits and Client Philanthropy,” presented by Sharon Kampner. This 1-hour CE program focuses on helping professional advisors develop strategies to include charitable gift planning in their estate and financial planning for clients. The session will focus on tax considerations, developing a charitable giving model and charitable giving strategies. Participants will learn to identify ways to maximize charitable tax deductions and how to align charitable giving goals with those of the charity. The speaker will also review recent legislation and ways new rules have impacted a taxpayer’s ability to deduct charitable contributions, plus the broader impact on charitable giving. Participants will learn how to develop a charitable giving model using an eight-piece framework as well as important factors to consider when building a charitable giving model for the client. Finally, the speaker will conduct a deep dive into charitable giving strategies, highlighting how and when to deploy each strategy to support the client’s charitable goals.
The second is titled “Practice Standards for Charitable Gift Planners,” presented by Derek Higgins. This 1-hour CE ethics program is designed to promote responsible gift planning among professionals involved in the charitable gift planning process. Tailored for financial advisers, estate planning attorneys, certified public accountants, certified financial planners, bank trust officers, insurance agents, and other advisors, this session offers comprehensive insights into best practices and ethical standards in charitable planning through the lens of the eight statements of standards as defined by the National Association of Charitable Gift Planners. Through interactive discussions plus a deep dive into two real-life case studies, attendees will gain practical insights into navigating ethical dilemmas and ensuring their practices align with industry best practices. This session not only aims to enhance participants’ ability to guide clients in their philanthropic endeavors responsibly but also to foster a culture of ethical awareness and collaboration within the professional charitable giving community.
Presenters from Mason Investment Advisory Services, Inc.
Sharon Kampner, MBA, CFP®
Senior Financial Planner, Mason Investment Advisory Services
Sharon Kampner, MBA, CFP®, Senior Financial Planner, is a senior financial planner with Mason Investment Advisory Services, Inc. Prior to joining Mason in July 2011, Ms. Kampner held positions as Director of Wealth Management with Polaris Equity Management and as Vice President with Brownson, Rehmus & Foxworth, Inc. She received a Bachelor of Arts in Psychology from the University of Kansas in 1990. She received a Master of Business Administration from the University of Chicago, Booth School of Business in 2007. She received her CERTIFIED FINANCIAL PLANNER™ certification in 2000.
Derek Higgins, MBA, JD
Senior Financial Planner, Mason Investment Advisory Services
Derek Higgins, MBA, JD, Senior Financial Planner, joined Mason Investment Advisory Services, Inc. in September 2011. Prior to that date, Mr. Higgins was Senior Vice President, Wealth Strategist with US Trust, Bank of America Private Wealth Management in San Francisco. His previous experience includes tax and wealth planning positions with Citi Global Wealth Advisory Services in San Francisco and Thomas Weisel Partners Group in San Francisco. He received a Bachelor of Arts from The University of Western Ontario in 1988, a Master of Business Administration from Union College, Union University and a Juris Doctorate from Albany Law School, Union University in 1995.
Date
September 10, 2024
SCHEDULE
8:00 a.m. to 8:30 a.m. – Registration and breakfast
8:30 a.m. to 8:45 a.m. – Distinguished Partner in Philanthropy Award
8:45 a.m. to 9:00 a.m. – Nonprofit Spotlight
9:00 a.m. to 11:00 a.m. – CE Session (2 hours)
LOCATION
Topeka Country Club
2700 SW Buchanan St.
Topeka, KS 66611
Cost
FREE
Learning objectives include:
- Identify limitations on charitable contribution tax deduction including five (5) factors that can affect a taxpayer’s ability to deduct charitable contributions.
- List three (3) considerations when developing a charitable giving model for the client that accounts for sufficiency of assets and future capital needs.
- Identify three (3) charitable gifting strategies that can be deployed to support your client’s charitable goals.
- List five (5) statements of standards as defined by the National Association of Charitable Gift Planners.
Who should attend?
Estate Planning Attorneys, Certified Public Accountants, Certified Financial Planners, Bank Trust Officers, Insurance Agents, Chartered Financial Consultants, and any other professional advisors interested in improving their charitable planning knowledge to build their private client practices.
Registration:
https://form.jotform.com/241915708935162
To register, please call or email:
Stephanie Gassen
gassen@topekacommunityfoundation.org
785-272-4804
Continuing Education Credits:
- 2 Hours – Chartered Financial Consultants (ChFC®) may earn continuing education credit. Please note that ChFC® credits are self-reported and may or may not be approved by the American College.
- 2 Hours – CPAs may earn continuing professional education credit for specialized knowledge.
- 2 Hours – Bank Trust Officers may earn credit.
- 2 Hours – Certified Financial Planners may earn continuing education credit.
- 2 Hours – Attorneys may earn continuing legal education credit.
- 2 Hours – Insurance Agents may earn continuing education credit.
1 hour – Ethics
1 hour – Finance
Prerequisites:
None
Advanced Preparation:
None
Program Level:
Overview
Delivery Method:
Group Live
Conference Policies:
For more information related to this program, please contact:
TBD
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.
