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  • Is Your Nonprofit Doing All It Can With Planned Giving Options?

Is Your Nonprofit Doing All It Can With Planned Giving Options?

  • 09/18/2013
  • 9:00 AM - 10:30 AM (CDT)
  • Center for Change
  • 2

Registration


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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. This session 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. 
 
Trainer:  Jordan Taylor delivers investment management and financial planning expertise to individuals, families and non-profit organizations 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 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 board of Jewish Social Services of Madison, Inc. and is co-chair of the UW Carbone Cancer Center Emerging Leadership Board.  

https://reserve.usbank.com/
 

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