Patricia Annino to Speak at Online Conference by Women’s Philanthropy Institute

Patricia Annino is one of the She Makes Change Speakers participating in the Online Conference presented by the Women’s Philanthropy Institute at the Center on Philanthropy at Indiana University.  We hope you are able to join Patricia and the other speakers participating in this 3-day event.

To register visit:  http://www.philanthropy.iupui.edu/courses-and-seminars/course/she-makes-change

If you have questions contact:  wpiinfo@iupui.edu

Here are the basics:

Join us for a dynamic, engaging & inspiring three-part online conference starting in September.

This high-level learning experience explores the connection between women, money, and philanthropy. Through live presentations, panel discussions and research, industry leaders and philanthropists explore how women view money, uproot perceived attitudes about money and philanthropy, and leverage these insights to change the world.

September 20

3:30-4:40EST

What Women Really Think about Money

You may be surprised. Listen and join the conversation to discuss attitudes toward money, the connection between materials and spiritual perspectives, and the implications for philanthropy.

September 27

3:30-4:40EST

Unraveling the Myths

From uncertainty to insight: join us to explore how societal attitudes, misperceptions, and gender affect philanthropic behavior.

October 4

3:30-4:40EST

Change Your Strategy and Change the World

Philanthropy is about more than money. Learn how being proactive and intentional leads to deeper awareness and fulfillment in philanthropy. Listen as women who have made a difference discuss steps you can adopt to more effectively manage your finances and philanthropy.

Patricia Annino is a sought after speaker and nationally recognized authority on women and estate planning.  She educates and empowers women to value themselves and their contributions in order to ACCOMPLISH GREAT THINGS in the world – and in so doing PROTECT THEMSELVES, those they love, and the organizations they care about.  Annino recently released an updated version of her successful book, Women and Money: A Practical Guide to Estate Planning to include recent changes in the laws that govern how we protect our assets during and beyond our lifetime.  To download Annino’s FREE eBook, Estate Planning 101 visit, http://www.patriciaannino.com.

 

 

 

 

 

Effective Planned Giving Education Programs are Essential in Today’s Uncertain Economy

Planned giving requires strong trust/reliability between donors and institutions since it typically involves a large sum of money, and the institution often will invest the money (CRUT/CRT/ CLAT circumstances specifically).  Donors will want to know about tax policies, different ways of giving and the benefits of each.  You may want to incorporate into the discussion financial advisors, tax lawyers and estate planners who can inform donors about tax benefits and provide financial flexibility.

You can present donors with various giving opportunities, elucidating how giving to organizations/institutions can result in long term financial sustainability and can help with transfers of wealth to their future generations. (Charitable Remainder UniTrust (CRUT)/Charitable Remainder Trust (CRT), and Charitable Lead Annuity Trust (CLAT).

Helping donors clarify their charitable focus and goal will affect the type of planned gift they will make. It is important that they feel extremely informed about all their options—that they know they are making the best choice for giving type and that they have a clear understanding of what an endowment is and its long term strategy/use.   Lack of clear financial/donor understanding can result in a frustrated donor.  (http://chronicle.com/article/A-Donors-Declaration-of/126936/)

Educating all donors about planned giving is important in this uncertain and challenging economic time. Donors may be concerned about their own economic future and ability to maintain their current lifestyle. If they fear that they will outlive their money and they do not want to be dependent on anyone else in later life, they may not feel comfortable making significant gifts while they are still alive.  And yet, when they become educated about the tax benefits, they may “back up” their pattern of lifetime gifting with a planned giving program.  High end donors who have given significantly over a period of time may look, when educated, at planned giving as a way to endow their lifetime gifts. In other words, they may want to ensure that the gifts they have made during their lifetimes to institutions they treasure are sustained past their own mortality. Planned giving can be a way to be sure that the gift giving pattern they established during their lifetime continues post death.

 

Patricia Annino is a sought after speaker and nationally recognized authority on women and estate planning.  She educates and empowers women to value themselves and their contributions in order to ACCOMPLISH GREAT THINGS in the world – and in so doing PROTECT THEMSELVES, those they love, and the organizations they care about.  Annino recently released an updated version of her successful book, Women and Money: A Practical Guide to Estate Planning to include recent changes in the laws that govern how we protect our assets during and beyond our lifetime.  To download Annino’s FREE eBook, Estate Planning 101 visit, http://www.patriciaannino.com.

css.php