The Masters Program is designed to provide in-depth review of the pertinent issues facing today's experienced planned giving officer. Masters Programs are open to current members of the Northern California Planned Giving Council.
July 27, 2011
9:00am-Noon
Topic: Advanced Issues in Charitable Bequest Planning
Program Description:
Jon Tidd will discuss sophisticated options and esoteric but dangerous problems associated with testamentary charitable gifts, including matters related to IRA’s and other retirement plans, wills, various inter vivos and testamentary trusts, life estates, life insurance, and testamentary charitable gift annuities; and estate settlement issues affecting testamentary charitable gifts. You will have an opportunity to test your knowledge of planned giving through a short quiz on gift planning issues, which will be the basis of the interactive portion of the program.
Jon Tidd has long been one of the country's most highly respected and sought-after gift planning practitioners and consultants. He is a member of the State Bars of Connecticut, New York, Illinois and Indiana, and his practice, based in West Simsbury, Connecticut, is devoted exclusively to representing a wide range of non-profits in education, healthcare, the arts, social services and human rights.Mr. Tidd is the author of numerous works on planned giving and speaks frequently before planned giving councils across the country and the National Conference on Planned Giving, and gives numerous continuing legal education classes. Prior to entering his current practice of law, Mr. Tidd served as director of planned giving at New York University. He earned a B.S. in Engineering from the University of Connecticut and a J.D. from the University of Illinois.
Registration:
Both events will be held at:
The City Club
155 Sansome St.
San Francisco
Click Here for Directions/Parking/Public Transit Info
