April 2018 Dinner Meeting
Dinner Meeting @ Marriott Regency
Tuesday, April 24, 2018
5:30 PM - Cocktail Reception & Networking
6:30 PM - Dinner
7:00 PM - Meeting & Program - Practical Questions Asked by Philanthropists in 2018
Presented by: Eric Joranson, Chartered Advisor in Philanthropy®
This program provides one hour of CE for NE Life Insurance, Accounting, Legal, CFP®, CAP® and PACE (pending approvals)
Over the past thirteen years, I have met with over 7,000 donors and professional advisors in the HNW and UHNW space to help with charitable planning. The meetings have run the gamut between 1:1 donor meetings, presentations to large groups of donors and professional advisors, and cross-functional planning meetings across multiple parties. Donors like to ask all sorts of questions – but certain questions recur with more regularity than others. This session will review what I view as the four most common questions asked by philanthropists during the planning process. In doing so, I will share my experiences in helping donors navigate these questions – all with the goal of helping them become effective philanthropists. This session will also touch on how recent tax reform may affect charitable giving strategies in 2018.
Eric Joranson is the Midwest Director of Development for National Philanthropic Trust. Eric is based in Minneapolis, Minnesota. He is a former practicing attorney with 12 years of combined experience in advanced philanthropic planning and law practice. Eric has extensive technical experience with donor advised funds, private foundations, split interest trusts, gifts of complex assets (e.g., privately held stock, real estate and other illiquid interests), investing gift proceeds in alternative and private investments, specialized grantmaking services, and legacy planning.
National Philanthropic Trust (NPT) is an independent public charity that was founded in 1996. Its mission is provide philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations. NPT provides donor-advised funds and other giving vehicles for individual donors, families and organizations. NPT also partners with independent wealth advisors and financial service institutions to establish and manage custom giving solutions for their clients. NPT has raised $10 billion in charitable contributions and currently manages over $6.2 billion in assets. We have made over 200,000 grants totaling $5 billion to charities in the United States and worldwide. We rank among the 25 largest grantmaking institutions in the United States.
or contact Stacie Sarasio
402.991.3122 x 204