Moderator/Financial Planner (Ryan Fraser CFP CIM)
Psychology of giving, use of insurance
Differences between charity and donor best interests
Determining appropriate size of gifts relative to cashflow, etc.
Interesting story integrated into any of the topics
Gift Planner/Trust Officer (Kathy Papineau-Thornhill)
Estate administration and key time frames
Board report on Expectations. How to forecast timing
Interesting story about difficult/unusual executors and how to avoid pitfalls
Lawyer (Anne Reinhart)
Estate settlement issues for gift planners. Why estates can be delayed
Tips on working with estate solicitors vs lay executors
Interesting story about estate that went into litigation and how to avoid pitfalls
Accountant (Terry Marcus)
Issues on charities being residual beneficiaries & refiling tax returns after distributions.
Impact of Graduated Rate Estates on timing of donations.
Structuring Gifts from Holdcos vs personal.
Interesting story integrated into any of the topics