A Portfolio Approach to Planned Giving

Join DonorsTrust’s Lawson R. Bader, President and CEO, and Jeff Zysik, Chief Financial Office and Chief Operating Officer, along with David Shaw, Publishing Director of Family Business Magazine, in a discussion of simple ways to help protect your charitable legacy.

A Portfolio Approach to Planned Giving

Tuesday, June 18, 2019

2pm ET / 11am PT

60 minutes

https://www.webcaster4.com/Webcast/Page/494/30685

The 2017 tax reform package took away many deductions, but the charitable deduction is still holding strong. This webinar will explore strategic planned giving tactics that allow you to maximize your philanthropic impact while minimizing your tax burden. We will discuss the use of a portfolio approach to planned giving, which allows you to support the causes you care about in a tax-efficient way, both in life and as part of your estate planning.

 This webinar will focus on:

  • The top mistakes donors make that undermine their donor intent.
  • Key tax-law changes, particularly around the estate tax, that influence the timing and structure of your giving.
  • The critical details of wisely structuring outright gifts from your estate.
  • Using charitable vehicles wisely so your giving has more impact.
  • Tools for creating income streams and passing wealth on with minimized tax implications.

Join DonorsTrust’s Lawson R. Bader, President and CEO, and Jeff Zysik, Chief Financial Office and Chief Operating Officer, along with David Shaw, Publishing Director of Family Business Magazine, in a discussion of simple ways to help protect your charitable legacy.


Speakers

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Lawson R. Bader

President and CEO DonorsTrust and Donors Capital Fund

Lawson R. Bader is president and CEO of DonorsTrust and Donors Capital Fund, public charities protecting the intent of donors who value limited government, free enterprise, and personal responsibility. Through their donor-advised fund, DonorsTrust and Donors Capital Fund have granted over $1 billion to liberty-minded groups in academia, public policy, the arts, civics, medical and scientific research, religion, and education. In addition to his foundation work, Lawson has more than 20 years of experience leading free-market research and advocacy groups, including the Competitive Enterprise Institute and the Mercatus Center at George Mason University. Prior to joining the “liberty movement” he held numerous positions at SRI International, the U.S. Senate Committee on Veterans Affairs, and Pierson, Semmes & Finley. He is a former weekly columnist with Human Events, and holds undergraduate and graduate degrees from Wheaton College (IL) and The Johns Hopkins University. He currently serves on the boards of the Atlas Network, State Policy Network, Oakseed Ministries International, and Solers, Inc. 

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Jeff Zysik

Chief Financial Officer and Chief Operating Officer, DonorsTrust

Jeff Zysik is DonorsTrust’s Chief Financial Officer and Chief Operating Officer. He is also an attorney and accountant with fifteen years of tax planning experience, focusing primarily on sophisticated estate and income tax concepts. Before joining DonorsTrust, he was managing-director and co-founder of Charitable Entity Administration, LLC (CEA). Before launching CEA, Jeff served as Director-in-Charge of strategy development at my CFO’s national tax group. He also spent five years with KPMG LLP–one year in a tax practice office, three years with the firm’s Washington National Tax Personal Financial Planning practice and a final year serving as Director-in-Charge of the firm’s South Florida Personal Financial Planning practice. Admitted to the New York State Bar, Jeff holds a Bachelor of Accountancy degree from George Washington University, a Master in Public Accounting-Tax degree from the University of Texas at Austin, and a JD degree from George Mason University.

 

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David Shaw

Publishing DIrector, Family Business Magazine

David Shaw is the publishing director of Family Business and its sister publication, Directors & Boards. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites. Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multigenerational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

• Completely FREE to attend 
• Opportunity for questions and feedback
• Unbiased third-party family business education 
• All participants receive a copy of the webinar materials after the event
• All participants receive our Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
• 60 minutes -- maximum value for time

Sponsor

DonorsTrust