CHARITABLE GIFT ANNUITIES: 10 Things an Estate Planning Advisor Should Know
Thank you to our meeting sponsor, Union Bank, Cathy Crosby.
Stephanie C. Buckley, J.D., LL.M. Associate Vice Chancellor, School of Law
Pepperdine University
As the Associate Vice Chancellor at Pepperdine University School of Law, Stephanie works with current and prospective donors raising major and planned gifts on behalf of the law school. She also oversees alumni relations for the school. In her role Stephanie leads the school’s board of visitors, which consists of several prominent alumni and friends who support the school’s fundraising efforts and serve as advisors to the dean and faculty. She assists donors with structuring their gifts in the most tax efficient manor including identifying and creating estate and financial planning tools specific to donors’ needs. Stephanie is a nationally know presenter on various planned giving and estate planning topics. She also assists with training for all of Pepperdine’s fundraisers.
Stephanie earned her law degree from UCLA School of Law with a specialization in Taxation and Business Law. She completed her LL.M. in Taxation with Honors at Loyola Law School. She is a former trustee for the Heifer International Foundation and is a past president for both the Partnership for Philanthropic Planning of Greater Los Angeles and the Partnership for Philanthropic Planning of Ventura County. She served as an instructor for the Planned Giving course offered through UCLA Extension and currently serves on the Editorial Advisory Board for Planned Giving Today. Stephanie is a member of the State Bar of California.
Charitable Gift Annuities: 10 Things an Estate Planning Advisor Should Know
Charitable gift annuities are a simple transaction that can benefit your clients and non-profit organizations. But, there are a number of intricacies that an advisor should know to help provide better service for his or her clients. Topics to be addressed include: what are the best assets to fund gift annuities, can my clients use real estate, how are the payout rates calculated, can retirement assets be used, why should my clients consider gift annuities and more. This session will help you to understand the benefits gift annuities can provide for your clients and to dig deeper into the mechanics of gift annuities.
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