Presentation by: John C. Scibek, CSPG Senior Director, Planned Giving Fred Hutchinson Cancer Research Center How to Do Planned Giving When Planned Giving.

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<ul><li> Slide 1 </li> <li> Presentation by: John C. Scibek, CSPG Senior Director, Planned Giving Fred Hutchinson Cancer Research Center How to Do Planned Giving When Planned Giving Isnt All You Do </li> <li> Slide 2 </li> <li> What Is Planned Giving? Gifts that require planning - legal instrument. Giving from wealth not just income. Gifts include: Appreciated securities bonds. Bequests from wills and trusts. Beneficiary designations in life insurance policies, investment, retirement, and banking accounts. Real estate and business ownership interests. </li> <li> Slide 3 </li> <li> What Planned Giving Isnt Not only for those with wealthy donors - millionaire next door. Doesnt require staff with tax and legal credentials. Dont have to offer the full menu of planned giving. </li> <li> Slide 4 </li> <li> Slide 5 </li> <li> Slide 6 </li> <li> Slide 7 </li> <li> Slide 8 </li> <li> 2011 contributions: $298.42 billion by source of contributions (in billions of dollars all figures are rounded) Source: Giving USA 2012 </li> <li> Slide 9 </li> <li> 2011 contributions: $298.42 billion by type of recipient organization (in billions of dollars all figures are rounded) Source: Giving USA 2012 </li> <li> Slide 10 </li> <li> It would be great if I could increase my current income. I receive no income from some of my assets. Can I make them more productive? Are there methods to avoid probate without a complex estate plan? Im worried about running out of money after I retire. </li> <li> Slide 11 </li> <li> Adapted from Robert F. Sharpe, Jr. </li> <li> Slide 12 </li> <li> Slide 13 </li> <li> Slide 14 </li> <li> Slide 15 </li> <li> Slide 16 </li> <li> Slide 17 </li> <li> Slide 18 </li> <li> Slide 19 </li> <li> Slide 20 </li> <li> The Presence and Timing of Charitable Estate Planning: New Research Findings Russell N. James, III, JD, PhD, CFP Director of Graduate Studies in Charitable Planning at Texas Tech University Total Estate ValueAnnual Giving Multiple </li></ul>