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Tuesday, October 7 • 1:45pm - 2:45pm
Integrating Estate Gifts into Planning

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This presentation will suggest ways to integrate estate gifts to charity as part of the estate planning process. We will examine current trends in charitable estate planning as well as the types of donors who make these amazing gifts. We will review the three important questions donors ask and answer before they make an estate gift to charity and discover how these questions impact the planning process. A number of estate plans will be reviewed to reveal the results of an integrated planning process.

The objectives of this session are to:

1.  Inform of the increasing necessity for estate gifts in development programs.

2.  Show current trends in estate planning for various donor types.

3. Explain the three questions a donor must answer before they make an estate gift

    to a charity


avatar for Bro. Tobias Dammert

Bro. Tobias Dammert

Dir. of Development, Benedictine Mission House

avatar for Matthew McBurnie, MBA, CEP

Matthew McBurnie, MBA, CEP

Executive Director, Riverside Healthcare Foundation
Mr. Matthew McBurnie, MBA, CEP: | | Mr. McBurnie launched into philanthropy in the summer of 2003 as the Executive Director of the United Way of Kankakee County. While there, annual fundraising campaigns grew by 20%, including his final year with 12% campaign growth, the highest year to year growth for any United Way in the state of Illinois. In 2006 he began a consulting effort, McBurnie Management Company. | | Mr. McBurnie departed... Read More →
avatar for Ben Powell

Ben Powell

Senior Vice President, Thompson & Associates
I have served individuals and churches with financing and investing services for over thirty years. Since 2003, through Thompson & Associates, I have served Christian nonprofit organizations and churches with charitable estate planning. It is such a joy to assist ministries' supporters create an estate plan that reflects their lifelong spiritual values. This benefits the person, as well as the ministry!
avatar for Eddie Thompson, Ed.D., FCEP

Eddie Thompson, Ed.D., FCEP

Founder/CEO, Thompson & Associates
I am passionate about helping! Through Thompson & Associates, I love helping donors work through the process of charitable estate planning. I believe that giving good people time to think about important life decisions as we engage them in thoughtful discussion on important topics leads to excellent results.

Tuesday October 7, 2014 1:45pm - 2:45pm
Salon F

Attendees (12)