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August 2020

Executors, Trustees, and Personal Representatives…Oh My!

August 20, 2020 @ 11:00 am - 12:00 pm CDT
Online
Free

Were you named in a loved one’s estate and trying to figure out what comes next? Learn the differences between these key roles, basic lingo you’ll need to know as you carry out a loved one’s wishes, and ideas for keeping yourself organized—and sane—along the way. Speakers Jennifer Nohelty - Founder, CEO, & Senior Gift Planning Counselor Jennifer is a graduate of the Metropolitan State College of Denver's Personal Financial Program where she received her Certificate in Personal Financial Planning.…

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October 2020

Year-end Giving: Making Your Fundraising Plan

October 8, 2020 @ 11:00 am - 12:00 pm CDT
Online
Free

About one-third of American charitable giving is done in December, with a whopping 12% of all gifts happening in the last three days of the year. The bottom line: what you do at year-end matters for your nonprofit! During this free webinar, we'll cover ways to educate, engage, and steward your donors so you're top-of-mind when they're making their year-end giving decisions. We'll also go over tools like IRA Rollovers and Donor Advised Funds, which could give your donors a…

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February 2021

Succession Planning for Farms and Businesses

February 4 @ 11:00 am - 12:00 pm CST
Online
Free

At Gift Planning Services, we have decades of experience in estate and legacy planning. We’ve worked with many families whose assets have largely been housed within a farm or business entity...and that presents some unique challenges! During this free webinar, learn the key provisions you'll need to make when deciding how and when to pass on the family business, and how those assets can transfer in the most tax-efficient ways after you're gone.

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April 2021

Charitable Trusts: Beyond Alphabet Soup

April 29 @ 11:00 am - 12:00 pm CDT
Online
Free

When it comes to charitable trusts, there are so many acronyms it can seem like a very confusing bowl of alphabet soup! From charitable remainder unitrusts (CRUTs) to charitable remainder annuity trusts (CRATs) and charitable lead annuity trusts (CLATs) to charity lead unitrusts (CLUTs), we'll give you an overview so you understand the differences between these powerful tools. Speakers Ryan Johnson – Gift Planning Counselor Ryan comes to GPS from the marketing and advertising world, where he learned that effective…

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June 2021

Special Needs Trusts: Protecting Vulnerable Heirs

June 10 @ 11:00 am - 12:00 pm CDT
Online
Free

Families do incredible things to protect and celebrate a child who has special needs. They make their homes accessible. They stop at nothing to get the best care and educational resources available. And yet, many families don’t provide adequately for their child through their estate. During this one-hour webinar, we’ll explain the ins and outs of Special Needs Trusts, which can be incorporated into a legacy plan for the express purpose of meeting a child’s unique long-term needs relating to…

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