Presentation Topics
Basic Estate Planning (2-3 hours)
Advanced Estate Planning & Charitable Giving Techniques (2-3 hours)
Significant Developments in Estate Planning & Charitable Giving Techniques (including current activity in Congress affecting the estate tax) (2-3 hours)
Estate Planning for Second Marriages (1-2 hours)
Partners in Building a Strong Future (to encourage endowment giving by Trustees of charitable organizations) (1 hour)
Jump Start Your Endowment Program (for planned giving officers, to show how to prepare a presentation along the lines of Partners in Building for a Strong Future) (1.5 hours)
Touch the Future (a description of the Touch the Future program, being implemented in cities across the United States, focusing on why the organization should participate) (1 hour)
Ten Major Mistakes to Avoid [or Points to Remember] in Planning Your Estate (3/4 hour)
Pitfalls of Joint Ownership (1 hour)
Charitable Giving with Real Estate (1 hour)
Charitable Remainder Trusts in a Nutshell (1 hour)
Where appropriate, workshops are customized to reflect the history and operations of the sponsoring organization, the reasons why it would benefit from additional financial support, and the stories of several of the organization's donors who have already answered the call for support.
Each topic can be customized to match the background of workshop participants. In addition, topics are being added constantly, and new topics can be developed to suit your particular needs. Talks range from 3/4 hour (for a breakfast or luncheon meeting, or afternoon "High Tea"), to a full 3-hour workshop. Questions and answer periods are welcome. Bob is also available after the talk for planning sessions with major and prospective donors.
Contact us by e-mail to:rkass@bsdd.com; phone (313) 965-9725; or fax (313) 983-3325
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