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Women In Development, Mercer County

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Tony Martignetti
Tony Martignetti

Slides from my May 18, 2011 presentation on Planned Giving for Women in Development, Mercer County, New Jersey.

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Demystifying Planned Giving Women In Development Mercer County Delivered by Tony Martignetti, Esq. Martignetti Planned Giving Advisors, LLC May 18, 2011
Our Objective ,[object Object]
Where We ’ re Headed ,[object Object],[object Object],[object Object]
What is Planned Giving ,[object Object],[object Object]
How is Planned Giving Done ,[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable Bequests ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Beneficiary Designations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Promoting Revocable Gifts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Irrevocable Gifts That Pay Life Income Donor donor ’ s death Nonprofit lifetime income cash, stock, real estate? planned gift
The Life Income Gifts (aka love those acronyms) ,[object Object],[object Object],[object Object],[object Object]
Charitable Remainder Annuity Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable Remainder Unitrust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable Gift Annuity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Promoting Irrevocable Gifts That Pay Life Income ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Irrevocable Gifts That Don ’ t Pay Life Income ,[object Object],[object Object]
Life Insurance Ownership ,[object Object],[object Object],[object Object],[object Object],[object Object]
Charitable IRA Rollover ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Promoting the Charitable IRA Rollover ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Where We Are ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who Are The Best Prospects ,[object Object],[object Object],[object Object],[object Object]
Who Are The Best Prospects ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
This Sickens Me ,[object Object],[object Object]
How Do You Talk About It ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Our Objective ,[object Object]
Continuing Ed. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Women In Development, Mercer County

  • 1. Demystifying Planned Giving Women In Development Mercer County Delivered by Tony Martignetti, Esq. Martignetti Planned Giving Advisors, LLC May 18, 2011
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  • 10. Irrevocable Gifts That Pay Life Income Donor donor ’ s death Nonprofit lifetime income cash, stock, real estate? planned gift
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