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  • Planned Giving and How to Make it Work for Your Organization

Planned Giving and How to Make it Work for Your Organization

  • 10/24/2012
  • 9:00 AM - 10:30 AM (CDT)
  • Center for Change


Planned Giving and How to Make it Work for Your Organization

(Event is Full. To be put on waiting list, please email shemling@communityshares.com)


Is your nonprofit doing all it can with Planned Giving options?  There are a number of ways that interested donors can contribute to your organization beyond the traditional annual or major cash gift.  Jordon Taylor, Personal Trust Officer for The Private Client Reserve of U.S. Bank  will lead a discussion that will demystify Beneficiary designations, IRA charitable distributions, Gift annuities, Charitable remainder trusts, and Donor advised funds so that you can feel confident that donors have every opportunity to support your organization with the diversified assets that they have available to them.

Jordan Taylor delivers trust and estate expertise to individuals and families at all stages of life to manage the complexities of wealth preservation and distribution. Prior to joining U.S. Bank, Jordan was in private practice at a local law firm focusing on estate planning, taxation and real estate. Jordan remains an active member of the Wisconsin State Bar Association.  Jordan received his B.A. in International Relations from the University of Wisconsin, his J.D. and M.A. in International Affairs from the American University in Washington, D.C., and his L.L.M. in Taxation with Concentration in Estate Planning from the Georgetown University Law Center. Jordan serves on the Jewish Federation of Madison’s Community Relations Committee and is a member of the UW Carbone Cancer Center Emerging Leadership Board.


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