AFP Tampa Bay: 9th Annual Planned Giving Symposium ~ The Year That Changed Everything - How 2020 Transformed Charitable Giving

2020 was a year of chaos in many ways with the pandemic, election, and renewed focus on diversity. How has that impacted estate and charitable gift planning? This year’s symposium will focus on answering that question by looking at new IRA laws, possible changes to wealth transfer laws that may be enacted by the new administration, inclusive estate planning, and real-world planning case studies.

9:00 a.m. Welcome
9:10 a.m. SESSION 1: Top 10 Charitable Trends Every Advisor Should Know in 2021
These top 10 trends have completely changed the charitable planning landscape. What are the hot vehicles and assets right now? How will demographics change charitable planning? What kind of grade should advisors get in working with clients on charitable plans? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered. Bryan Clontz, Ph.D., CFP®, CAP®

10:10 a.m. SESSION 2: Inclusive Estate Planning for Diverse Populations Spiro J. Verras, Esq.

11:10 a.m. SESSION 3: Advantages of the Team Approach to Philanthropy
- Working with the Estate Planner to Clarify & Document Donor Intent ~ Sandra Diamond, Esq.
- Working with a Team of Advisors on Securing Gifts of Business Interest ~ Sheila Kinman, CAP® Moderator
Jennifer Williams, CFP®, APMA®, CEPA

12:10 p.m. KEYNOTE: 2021 IRA Planning Strategies
- Critical issues that must be addressed to protect the largest IRAs after the SECURE Act
- Planned giving with retirement accounts Ed Slott, CPA

1:30 p.m. Closing