Planned Giving - An Option for Philanthropy

Presented on Thursday, December 5, 2013

Americans will transfer at least $41 trillion between 1998 and 2052, according to a study by the Social Welfare Research Institute at Boston College. At least $6 trillion of that funding will be bequests to charity, according to authors Paul Schervish and John Havens. Many of those bequests to charity will be “planned gifts.” Planned giving, once called deferred giving, refers to any charitable gift that requires more thought and planning to execute than the average donation. Planned giving has been traditionally defined as the gift that an individual makes near the end of his or her lifetime. There are many kinds of planned gifts from simple bequests in a will or estate plan, to annuities, charitable remainder trusts, charitable lead trusts, pooled income, life insurance and life estates. This workshop will present some of the most frequently used planned giving techniques and the benefits to the donor and the charity.

Presenter:
F. David Resch
Resch and Root, LLC, Dublin, OH
F. David Resch is a principal of Resch and Root, Attorneys and Counselors at Law. His practice is limited to the areas of estate planning, charitable gift planning, business planning, and real estate law. Resch is a Fellow of the Esperti Peterson Institute and he is on the faculty of the Ohio Institute of Estate Planning. He is a frequent speaker on wills, trusts, probate, charitable gift and estate planning, and business Continuity Planning at both public and private seminars. Resch holds a B.A. from Youngstown State University, an M.A. from The Ohio State University, and J.D. from Capital University.

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