Charitable Planning 2021

In partnership with Northern Piedmont Community Foundation and Mason Investment Investment Advisory Services, The Community Foundation of the Rappahannock River Region is hosting a complimentary three-part continuing education session presented by Laura Hansen Dean. 
 
Professional advisors are invited to participate in this complimentary session with modules that address: How to Talk with Clients about Death and Taxes, Charitable Planning Process in the Time of the Coronavirus Epidemic and Ethical Considerations in Talking with Clients about Charitable Giving Options.

Wednesday, October 27th, 2021
9:00 AM – 12:30 PM
Zoom
Information regarding credits and login credentials will be provided after registration through Mason Investment website.

Continuing Education Credits Available:

  • CPAs may earn 2 CPE credits for Finance and 1 CPE credit for Economics.
  • Attorneys may receive 3 continuing legal education credits, one of which is for Ethics.
  • Certified Financial Planners may earn 3 credits.
  • Pending: Bank Trust Officers may earn 3.75 CTFA credits.
  • American Bankers Association (ABA) Professional Certifications has approved “Charitable Planning 2021” for: CTFA 3.75 CE credits. ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. This statement is not an endorsement of this program or its sponsor.
  • Pending: Insurance agents may earn three credits. The Virginia Course ID is pending.

Learning Objectives:

  • Learn why cash may be one of best giving options for your client’s this year.
  • Learn several ways to start estate planning conversations with your clients.
  • List four charitable giving instruments that can be used to benefit multiple charities.
  • Identify three ways that using a percentage or share of an asset may be a better option during times when asset values fluctuate wildly.
  • Identify four factors that may lead to gift design bias by a gift planner or charitable organization.
  • List ten key points included in the Model Standards of Practice for the Charitable Gift Planner.

About Laura Hansen Dean

In 2017 Laura Hansen Dean, Attorney at Law (Indiana, Texas) returned to Indiana and the charitable gift planning and consulting firm she founded in 1991, Laura Hansen Dean and Associates. Her clients include The University of Texas at Austin for whom she serves as Senior Director of Gift Design and Documentation. During the years away from Indiana, she served as Associate Vice President of Development at The University of Texas Medical Branch at Galveston, as Assistant Vice President of Development for the University of Colorado System, and for 7 years as the Executive Director of Gift Planning at The University of Texas at Austin during the $3 billion fund raising campaign that concluded successfully in September 2014. She is recognized as one of the most experienced and knowledgeable charitable gift planners in the country. For over thirty years she has assisted individuals and their advisors in considering and designing charitable giving plans as part of personal financial planning and estate planning.

Her association with community foundations started in 1994 when she began serving as the gift planning consultant to Giving Indiana Funds for Tomorrow (GIFT), the technical assistance program of The Lilly Endowment. That same year she began working The Indianapolis Foundation (IF) which started a 23 year association with IF, the Central Indiana Community Foundation, and the Legacy Fund of Hamilton County. She served as the CEO of the Community Foundation of Southern Indiana, and on the board of directors of the Chisholm Trail Communities Foundation, serving Georgetown, Texas.

About Mason Investment Advisory Services, Inc.

Mason Investment Advisory Services, Inc. (Mason) was founded in 1982. Mason provides investment management services to institutions (nonprofit and for-profit entities) and investment management and financial planning to individuals nationwide. Mason manages over $9B in assets which includes over $2.4B for more than 45 community foundations.

Mason has been listed or featured in Barron’s, CNBC, Financial Advisor, Financial Times, Forbes, Fortune, and the Wall Street Journal. In April of 2021, Mason was listed at number 22 on Barron’s Top Institutional Investment Consulting Teams list. Mason is based in Reston, Virginia and has over 70 employees. For more information about Mason, please visit: www.masoncompanies.com or email Will Thorpe, Chief Marketing and Development Officer.

For more information click here or contact Community Foundation staff at 540-373-9292 or info@cfrrr.org