Recover, Refresh and Reclaim Sophisticated Planned Gifts or Risk Losing Your Place in the Coming Economy
Lynda Sands, JD, MBA (formerly Moerschbacher) President, Asset County LC, San Diego will be the presenter at the next meeting of the Inland Empire Planned Giving Roundtable. She will speak on “Recover, Refresh and Reclaim Sophisticated Planned Gifts or Risk Losing Your Place In The Coming Economy” on Thursday, September 16 at Redlands Community Hospital, Weisser Education Pavilion, 350 Terracina Boulevard, Redlands. 11:45 a.m. is Registration and Networking, 12:00 -1:30 p.m. Program and lunch,
The cost for IE-PGRT Members $20.00 – Non-Members $25.00. Please REGISTER by emailing Susan.Kean@verizon.net.
According to Lynda Sands Moerschbaecher, in this economy, asking people to “give away money” simply does not work well. It is not the mood of the country. And yet, in the last two months, Lynda has been representing a Charitable Remainder Trust that will start with $15 to $30 million in cash, with a large portion of a parcel of raw land worth $50 million to be added later, a large parcel of real estate ready for development worth $14 million that will go into two Charitable Remainder Trusts, two Charitable Lead Trusts and several smaller (6 to low 7 figure) Charitable Remainder Trusts and more.
What makes these charitable transfers not “giving it away” that so greatly entices a donor to engage in high dollar philanthropic planning in this economy? It often appears that the nonprofit major or planned gift officer has given in to doing only bequests and charitable gift annuities, while the professional advisor’s suggestions to a client for “charitable gifts” goes unheeded.
Planned Giving formerly focused on the more complex gifts and the planned giving officer worked hand in hand with the attorney, certified public accountant, trust officer, insurance agent, investment manager, financial planner or real estate agent. No matter what Congress does in the lame duck 2010 session with estate tax, taxes in general are going up, up and away over the next several years. And so will sophisticated planned giving. This presentation will help the fundraising professional discover how to tap into the economy now–whether for their donor prospect or client–and get ahead of the trend.
Lynda Sands Moerschbaecher will reveal shockingly easy ways to introduce these concepts to the donor or client.
She is well known in gift planning circles, many refer to her as one of the “leading attorneys” in North America on the philanthropic transfer of wealth. She founded her own law firm in 1980. Her individual client profile is often a CEO with a personal net worth of $10 Million to $100 Million seeking to strategically transfer wealth, or the owner of a business or an investor seeking to accumulate wealth safely. Her nonprofit client profile is typically an organization that is serious about adopting best business and governance practices, wants to go to the top in endowment, and is ready to commit to creating a sound management and marketing infrastructure to get there.
She served as Chairman of the San Francisco Bar Association, Probate & Trust Division. For a number of years, she served on the faculty of her alma mater, Golden University Business School, teaching candidates for Masters Degrees. She has spoken professionally over 1,000 times for high level audiences in most states and in Canada.