BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CiviCRM//NONSGML CiviEvent iCal//EN X-WR-TIMEZONE:America/New_York METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0400 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20261007T073000 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT UID:CiviCRM_EventID_1706_8956e17444ee51ed2535655e1f22898a@www.cagp-acpdp.org/en SUMMARY:Planning for Your Legacy: Estate Planning & Strate gic Philanthropy X-ALT-DESC;FMTTYPE=text/html:

Sometim es charitable planning conversations start in the wrong place. A tax strategy emerges\, and the fami ly's goals are then reverse-engineered around it. This session reverses that process. Using a practi cal five-step framework\, Mariska guides participa nts through the process of clarifying the legacy\, building the estate plan\, planning the tax strat egy\, selecting the appropriate giving vehicle\, a nd coordinating implementation. Along the way\, pa rticipants will see how family objectives\, legal structures\, tax considerations\, and philanthropi c goals operate as an interconnected system\, wher e decisions in one area inevitably affect the othe rs.
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\n The session explores the plan ning concepts that matter most\, including how don ation tax credits function across income levels\, why gifts of appreciated securities often outperfo rm cash donations\, when charitable gifts should b e aligned with liquidity events\, and how to evalu ate corporate versus personal giving strategies. T hree detailed case studies will bring these concep ts to life. Each case contrasts a client's existin g charitable strategy with a more effective altern ative\, quantifying the retirement\, tax\, and est ate consequences so participants can clearly see t he impact of thoughtful planning decisions.
\ n Learning Objectives
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\n By the end of this session\, participants will be able to:
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\n -Lead charitable planning discussio ns that begin with donor intention rather than tax outcomes by identifying who should benefit\, what values or causes should be supported\, when gifts should occur\, and the level of control a donor w ishes to retain before recommending a charitable s tructure.
\n -Evaluate and quantify the tax c onsequences of competing charitable strategies\, i ncluding gifts of appreciated securities versus ca sh\, lifetime giving versus charitable bequests\, corporate versus personal donations\, and donation s coordinated with significant liquidity events.\n -Match charitable giving vehicles to a dono r's circumstances and develop an implementation pl an by assessing planned gifts in light of the dono r's tax capacity\, liquidity needs\, philanthropic objectives\, and desired level of control\, while coordinating the advisors required to execute the strategy.

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DESCRIPTION:Sometimes charitable planning conversations start in the wrong place. A tax strategy emerges\, and t he family's goals are then reverse-engineered arou nd it. This session reverses that process. Using a practical five-step framework\, Mariska guides pa rticipants through the process of clarifying the l egacy\, building the estate plan\, planning the ta x strategy\, selecting the appropriate giving vehi cle\, and coordinating implementation. Along the w ay\, participants will see how family objectives\, legal structures\, tax considerations\, and phila nthropic goals operate as an interconnected system \, where decisions in one area inevitably affect t he others.\n \n \n \n The session explores the pla nning concepts that matter most\, including how do nation tax credits function across income levels\, why gifts of appreciated securities often outperf orm cash donations\, when charitable gifts should be aligned with liquidity events\, and how to eval uate corporate versus personal giving strategies. Three detailed case studies will bring these conce pts to life. Each case contrasts a client's existi ng charitable strategy with a more effective alter native\, quantifying the retirement\, tax\, and es tate consequences so participants can clearly see the impact of thoughtful planning decisions.\n \n Learning Objectives\n \n \n \n By the end of this session\, participants will be able to:\n \n \n \n -Lead charitable planning discussions that begin with donor intention rather than tax outcomes by i dentifying who should benefit\, what values or cau ses should be supported\, when gifts should occur\ , and the level of control a donor wishes to retai n before recommending a charitable structure.\n \n -Evaluate and quantify the tax consequences of co mpeting charitable strategies\, including gifts of appreciated securities versus cash\, lifetime giv ing versus charitable bequests\, corporate versus personal donations\, and donations coordinated wit h significant liquidity events.\n \n -Match charit able giving vehicles to a donor's circumstances an d develop an implementation plan by assessing plan ned gifts in light of the donor's tax capacity\, l iquidity needs\, philanthropic objectives\, and de sired level of control\, while coordinating the ad visors required to execute the strategy.\n \n \n \ n \n \n CATEGORIES:Chapter Event CALSCALE:GREGORIAN DTSTAMP;TZID=America/New_York:20261007T073000 DTSTART;TZID=America/New_York:20261007T073000 DTEND;TZID=America/New_York:20261007T093000 LOCATION:Winnipeg Winter Club\n 200 River Ave\n Winnipeg\, MB R3L 0B2\n Canada\n URL:https://www.cagp-acpdp.org/en/civicrm/event/info?reset=1&id=1706 END:VEVENT END:VCALENDAR