Charitable Planning Opportunities in Today's Environment
“Charitable Planning Opportunities in Today’s Environment”
Date: Thursday, September, 17, 2015
Time: 4:30 – 7:00
Location: Mountain View Country Club, 100 Elks Club Rd., Boalsburg
Speakers: Keith Cook, Tim Schoonover, and Molly Kunkel
RSVP: To carverlawllc@gmail.com no later than Friday, September 4th
The backdrop for charitable planning keeps changing, with rapidly changing investment markets, low interest rates, uncertainty about income, gift, and estate tax rates, and a tightening legislative environment. While donors are continuing to give, they are seeking ways to maximize results. How do you identify charitable giving options that best fit the needs of your clients in this rapidly changing environment? If you are delaying these philanthropic conversations with your clients you may be missing opportunities to help your client create current tax benefits. Please join us as we discuss “Charitable Planning Opportunities in Today’s Environment:”
- How changes in the law over the last decade impact charitable planning (and what to anticipate in the coming years)
- Why clients want you to ask them about charitable giving, and how to talk with donors to articulate goals, objectives, and family giving strategies as a planning tool to build or leave a legacy.
- How to integrate personal estate planning goals with charitable gift options
- Communicating charitable giving techniques in an understanding way for retirement plan benefits
- Modern uses of CRTs, CLTs, (including CLATs & CLUTs) and why they are so compelling today
- Charitable strategies to care for elderly parents, children, and grandchildren
- Integrating the sale of a business with a charitable gift
About the speakers:
Keith W, Cook is Director of Gift Planning at Penn State University. He arrived here in February of 2015, after holding a similar role at UNC Chapel Hill. Keith has approximately ten years of experience working with both community based non-profits and in higher education. He has worked in both Major and Planned Giving, and drawn upon his legal expertise to assist donors in utilizing non-cash assets to expand their philanthropy in the most tax-wise manner. He has a B.A in History and Political Science and Ed.M., in Education from Rutgers University, where he was a member of the Men’s Track & Field Team. Keith received his J.D. from Seton Hall Law School.
Timothy A. Schoonover is a shareholder in the Energy & Natural Resources, Litigation and Public Sector Services Groups of Babst Calland. Mr. Schoonover has practiced law in the Centre region since 1997 in both private practice and the corporate setting. He currently serves as Solicitor for Haines Township, and is the former Solicitor to Benner Township and counsel to AccuWeather, Inc. Mr. Schoonover has significant experience with Marcellus Shale related issues, including contract matters and land use litigation issues. His practice also includes the areas of real estate, corporate/business law, municipal law, litigation, and estate planning and administration. Mr. Schoonover routinely handles cases throughout central Pennsylvania as well as the Northern Tier of Pennsylvania. Mr. Schoonover is a 1986 graduate of Troy Area High School, Troy, Pennsylvania, a 1990 graduate of Cornell University with a degree in Business Administration and a 1995 graduate of the Ohio Northern University Pettit College of Law.
Molly Kunkel, Executive Director for the Centre Foundation, Molly is responsible for leadership and management of the organization, as well as working with the board of directors to develop and implement strategic plans which will assure long-term growth and success. In her time at Centre Foundation, she has overseen rebranding of the organization, growth of both foundation assets and granting, creation of the Centre Gives program, a successful online giving day, and Centre Inspires, a new granting program which is aimed at creating community wide change through new and innovative projects. She is a 1980 graduate of the University of Delaware with a degree in Human Development and Family Studies and has over 20 years of leadership experience with local non-profits.
Scott Huber, Esq., JD. Scott is with the Nittany Settlement Company and is licensed to practice law in Pennsylvania. Scott was originally licensed to practice law in Illinois in November of 1996 and has also been licensed in Maryland. He has over 10 years real estate experience, working in virtually every aspect of the field, from start to finish, including abstracting, file preparation, and closing. Scott started in the legal field in general practice and has a strong background of knowledge in almost every aspect of the legal field related to Real Estate. Scott provides Nittany Settlement with a broad range of abilities and is actively involved in title review, legal document preparation and closings.
We hope you will join the Centre Region Estate Planning Council on Thursday, September 17th, at 4:30, at the Mountain View Country Club in Boalsburg. Please RSVP to Chris Carver at carverlawllc@gmail.com by September 4, 2015.
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