November 28, 2017 - Speakers: Johnne Syverson– Syverson Strege & Company and Don Ireland-Schunicht– UnityPoint Health – Des Moines Foundation, “Charitable Trust or Gift Annuity - the CRUT vs. CGA Wars!"
CRUT VS CGA Wars (Fun Description)
Come see Johnne and Don battle it out to determine which assets and which situations work best for a CRUT or CGA. This is round 4 in the CRUT vs CGA Wars and both contestants have been updating their PowerPoints and adding new scenarios. Learn about recent IRS determination letters that have clarified issues around these techniques. The winner will be those attending as they will realize when there is winning one two bunch of the best technique and best asset and when it is best to throw in the towel and let that S Corp stock walk away.
**BONUS Learning Opportunity: Johnne and Don have agreed to offer a bonus hands on education session for those interested in staying after the presentation. Stay for a 20 minute, high intensity in-depth examination of case studies related to the presentation topic. By participating you will have an opportunity to further your technical gift planning skills.
Choosing the Best Technique - Charitable Trust or Gift Annuity (Professional Description)
Attendees will first learn the basics of a charitable remainder trust and a charitable gift annuity and what makes them different. Then specific assets will be analyzed to determine whether those assets are suitable for both techniques, better for one technique or should be avoided completely. Finally the donor’s income preference will be factor into the technique selection. A simple decision matrix will give attendees a take away chart they can use to easily identify the best assets for each technique and which assets could prove to be difficult or potentially impossible for a life income gift.
No need to RSVP. If you are able to make please plan to join us. We will check you in at the door!
Agenda
Networking and Coffee - 8:00 – 8:30 am
As a member/guest you are welcome to stop in the cafeteria and grab a beverage and breakfast snack prior to coming into the room. At checkout simply let the cashier know you are with the MIPGC.
Education Program - 8:30 – 9:30 am
Regular monthly meetings of the MIPGC are held at Iowa Lutheran Hospital (corner of East University and Penn Avenue in Des Moines) on level B in the back of the cafeteria.
**BONUS Learning Opportunity – 9:30 – 9:50 am
Johnne and Don have agreed to offer a bonus hands on education session for those interested in staying after the presentation. Stay for a 20 minute, high intensity in-depth examination of case studies related to the presentation topic. By participating you will have an opportunity to further your technical gift planning skills.
Members are encouraged to bring a guest or guests that would make a valuable addition to the group. There will be no charge for potential members to attend up to two meetings per year.
We ask that you wear your respective work name badge to the meeting. This allows other members and guests to immediately associate you with your organization! If you do not have a name badge and RSVP for the meeting, we will have a generic nametag waiting for you,