Foundation Offers Continuing Education Event for Professional Advisors
"Charitable Gift Planning for Baby Boomers" Scheduled for October 10
On Tuesday, Oct. 10, the Community Foundation of St. Joseph County will welcome attorney Laura Hansen Dean for a three-hour seminar entitled “Charitable Gift Planning for Baby Boomers.” The seminar will be held at South Bend's Century Center, 120 S. St. Joseph Street, and will take place from 8:30 until 11:30 a.m. Registration and continental breakfast will begin at 8 a.m.
The cost is $40. If you prefer to register by phone, call (574) 232-0041, or send a check with your name and contact information to the Community Foundation of St. Joseph County, P.O. Box 837, South Bend IN, 46624.
Topics will include:
- Baby Boomer Generation
Definition, Facts, Financial Challenges (including saving for retirement)
- Baby Boomer Charitable Giving Patterns
- Charitable Giving Options that Fit Baby Boomers
Gifts of Appreciated Property vs. Cash
Gifts of Closely-Held Business Interests
Gifts of Life Insurance Policies (existing and new, including second-to-die)
Charitable Life Income Options
Charitable Life Income Plans for Survivors
Gifts after Death: Beneficiary designations, bequests
- Ethical Challenges in Designing and Implementing Charitable Gifts
Gifts of Closely Held Business Interests
Undue Influence by Charity or Commission-Based Product Sales
Full Disclosure of Gift Options
Investment of Charitable Trusts and Charitable Gift Annuities
Applications for Continuing Education Credits have been made to the Indiana Commission on Continuing Legal Education, the Indiana Department of Insurance, the Institute of Certified Banks, and the Certified Financial Planner Board of Standards.
Questions? Contact Pete Morgan, Director of Strategic Initaitives, at 574-232-0041 or email him.
Laura Hansen Dean, Attorney at Law (Indiana and Texas, both inactive), has served as Associate Vice President of Development at The University of Texas Medical Branch at Galveston, as Assistant Vice President of Development for the University of Colorado System, and for seven years as the Executive Director of Gift Planning at The University of Texas at Austin during the $3 billion fund raising campaign that concluded successfully in September 2014. She is recognized as one of the most experienced and knowledgeable charitable gift planners in the country. For over thirty years she has assisted individuals and their advisors in considering and designing charitable giving plans as part of personal financial planning and estate planning.
She has worked with business owners, corporate executives, employees, entrepreneurs, families with inherited wealth, family owned businesses, professional practices, and individuals of modest means to individuals listed on the Forbes list of wealthiest Americans. The resulting charitable gifts have ranged from thousands of dollars to hundreds of millions of dollars. Having worked in most parts of the country, she is equally comfortable at a kitchen table as at a corporate boardroom.
A magna cum laude graduate of Indiana University School of Law, she has led gift-planning teams at public universities, community foundations, and academic centers on philanthropy, has served as Chief Executive Officer of publicly-supported foundations, and as consultant for multi-year grants funded by some of the country’s largest private foundations. Her consulting firm served a wide variety of charitable organizations, including community foundations, cultural organizations, private and public institutions of higher education, historic preservation organizations, hospitals and healthcare organizations, human service organizations, religious orders and organizations, and retirement communities.
She has served the charitable gift planning field in leadership positions with local planned giving councils and estate planning councils, and on the board of directors (1991–1993, 2012–2014) and committees of the National Committee on Planned Giving, now the National Association of Charitable Gift Planners. She served on the editorial review committee of the Journal of Gift Planning during its years of publication. She is a frequent speaker and teacher and contributor to publications on philanthropy.