June 4, 2019 – Dinner Meeting
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June 4, 2019  – Dinner Meeting

Charitable Giving Strategies for Legacy and Estate Planning

6/4/2019
When: Tuesday, June 4, 2019
4:00 PM - 7:30 PM
Where: Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, New Jersey 
United States


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Date: Tuesday, June 4, 2019

  

Time: 
4:30 - 7:30 PM

Topic: Charitable Giving Strategies for Legacy and Estate Planning

 

Credit Information:
Applied for 3CFP® CE by the CFP Board of Standards. 
   
Our Featured Speaker:

Danielle Bucsek, Fidelity Charitable

 

Danielle Bucsek is a Charitable Planning Associate since 2017 for Fidelity Charitable, an independent public charity that has helped donors support nearly 255,000 nonprofit organizations with nearly $30 billion in grants since 1991.  Ms. Bucsek serves as a premier charitable planning resource to advisors and their clients in the Tri-State Metro area.  It is her responsibility to work with advisors to enhance their understanding of donor-advised fund programs and discuss ways to incorporate charitable giving strategies into clients’ overall financial and wealth management plans.  Prior to joining Fidelity Charitable, Ms. Bucesk was a Regional Investment Consultant with Fidelity Institutional Asset Management.  Ms. Bucsek received a Bachelor of Arts degree in Finance from Florida State University.  She currently pursuing her Chartered Financial Analysts (CFA) designation.

Program Description: 
It is important that financial planners and professional advisors to clients understand your clients’ desires for philanthropic giving and provide guidance on the strategies and techniques to assure their legacy giving objectives are met.  Our Speaker and Panelists will bring insight into these techniques, ways your client can proceed with legacy gifts, the tax and legal ramifications.    Danielle Bucsek will be the Keynote Speaker for the first half of the meeting.  This will be followed by a Panel Discussion including Danielle along with five additional specialists:  Deirdre Hartmann, CPA with Nisivoccia LLP explaining the tax ramifications of theses gifts, Jay Weisman CAP founder of Legacy Philanthropy Group will expand on how nonprofit organizations get more impact from their fundraising efforts and values, Paul Rovinsky, CPA is the Director of the Jewish Community Foundation for Middlesex and Monmouth Counties New Jersey describing the requirements of a charity in establishing an endowment gift from donors, Gerald Marks, Esq founder of Marks & Klein LLP will discuss the estate planning intricacies needed to blend legacy giving into a client’s goals, and Stephen Pagano, Esq and Partner with Riker Danzig will explain the legal documentation needed to implement a legacy gift.  Elise Feldman will moderate this panel discussion.

 

Attendees of this 150-minute presentation will learn:

 

  • How to determine a client’s legacy objectives
  • The techniques of creating a legacy/endowment gift and which technique is appropriate for which client
  • How to utilize insurance and annuities to perpetuate a legacy gift
  • The proper legal documents necessary to protect their client and their gift
  • The Tax impact on the client on current and future legacy gifts

 
Level of Complexity: Intermediate
 
Registration Fees:
FPANJ Member – $60
Non-Members –$75

 

Cancellation Policy:  ALL cancellations must be made 72 hours prior to the event. Any cancellations made within the 72 hour period of the event unfortunately can NOT be refunded

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