April 24, 2018 - Speaker: Laura Hansen Dean, "Issues in Farming & Small Business Succession Planning & Charitable Giving"
Laura is the Senior Director - Gift Design and Documentation at The University of Texas at Austin and a nationally renown speaker in their area of charitable gift planning.
Farmers and small business owners work hard to grow their assets over time and with thoughtful and careful succession planning and charitable giving, they accomplish their goals to pass along their assets and ensure the charities important to them receive their support.
Laura will explore methods for succession planning, legalities that must be taken into consideration and how to thoughtfully incorporate charitable giving as part of the overall plan. This will include exploring gifting part of formation or sale of business/farm, outright charitable gifts to offset realized capital gains, charitable remainder trusts to provide retirement income and charitable remainder trusts or charitable gift annuities to heirs not inheriting the business or farm, charitable gifts of remainder interests in farmland and more.
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.
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,