Most planned giving officers and development staffs are not insurance experts. Many feel ill-equipped to judge not only complicated life insurance programs, but the individual life insurance products as well. Are they gifts or nightmares? And who can be trusted to evaluate them fairly balancing the interests of the donor, the charity and perhaps the firm presenting the proposal? In order to be in an educated and informed position to assess, analyze and perform due diligence on the innumerable life insurance, premium financing, charity owned, stranger owned, life settlement, and many other programs in the marketplace one must have a clear understanding of the life insurance products that are the foundation of these programs. This session will be a primer on the underlying insurance products what are they, how do they work, what to look for, and many more questions to ask and have answered.

Presenter: Eric Abramson, Certified Financial Services, LLC.
Mr. Eric Abramson is nationally known practitioner and is considered to be one of the leading experts in the estate and charitable planning field. He is associated with Certified Financial Services in Paramus, NJ.

Mr. Abramson is well known throughout the financial services industry and is a nationally noted lecturer and author. He has spoken, lectured and trained on various industry topics, to industry organizations, families and individuals, law and accounting firms, family offices, trust companies, insurance groups, and of course nonprofits, throughout the United Sates. He has appeared in national industry forums and in the national media on numerous occasions. Eric is well known for his innovative and creative planning, strategies and solutions.

His work and expertise is called upon by professional advisors, law firms, accounting firms, nonprofits and others throughout the United States.

Mr. Abramson's specialty is in the gift and estate tax, charitable and insurance planning fields. His client roster spans nonprofits, endowments, and foundations - all the way to athletes, entertainers, entrepreneurs, Wall Street executives, and the high-net-worth and affluent.

In the course of his strategic work, Eric focuses on educating individuals, families, donors, and nonprofits in developing financial and economic strategies for wealth creation, enhancement, preservation and philanthropy.

Mr. Abramson is also a leading expert on industry affairs as well and has contributed his knowledge and expertise to the financial services industry and nonprofit world. He has served on numerous industry committees and boards, nonprofit boards, and has often been invited to contribute to his knowledge to nonprofits and major financial institutions so that their clients and donors are better served.

Networking:

A New Source of Charitable Revenue: Gifts of Real Estate, Art and Personal Property

Looking for a new source of charitable revenue? Gifts of real estate, art and personal property can generate significant funds for all nonprofits, regardless of the organization's size and experience with planned giving. Real estate, art and other personal property comprise a major share of household net worth, yet until recently, these assets have been overlooked as a source of charitable revenue. Learn about how to solicit these gifts, how these gifts are made, and how to tap into the $5.9 billion of real estate and $829 million of art and collectibles that is donated annually.

Caroline Camougis is Managing Director of Delphi Partners, a leader in philanthropic advisory and disposition services for gifts of real estate and personal property, such as fine art, antiques, classic cars and intellectual property. Based in New York, the firm works domestically and internationally with a broad range of nonprofit organizations and academic institutions. Before co-founding Delphi Partners, Ms. Camougis lived in Paris where she was principal of CCR Associates, a consulting firm, and directed the firm's nonprofit practice. Ms. Camougis also held senior positions at Citigroup, Newcom Link and Lotus Development Corporation. A graduate of Wellesley College, she studied accounting at Harvard University and political science at MIT. She serves on the boards of the New England Society, Wellesley College Friends of Art and the Norman Thomas High School Business Advisory Council.

Our first Nuts and Bolts session of the year will explore the best marketing responses to unexpected gift planning opportunities.

Using the Charitable IRA Roll-Over Provision as our case study, Nathan Stelter will share his experience with planned giving marketing techniques and how organizations respond to changes in planned giving legislation. This interactive session will focus on different target audiences, so bring examples of the marketing

material you developed to inform your prospects, donors and clients of the Charitable IRA Roll-Over for sharing and review. Nathan Stelter is the East Coast marketing consultant for The Stelter Company, the leading source for gift planning marketing for the nonprofit community. The Stelter Company, founded more than 45 years ago, focuses on print, eMarketing, prospect identification and training. Stelter's 75-person staff currently provides more than 1,800 organizations with print gift planning programs, and 1,000 organizations with electronic gift planning information. Nathan's primary responsibilities include product development, marketing consulting and sales. He works with 250 clients in a region bordered by New York City, Pittsburgh, Virginia Beach and the Atlantic Coast. Nathan is a graduate of the University of Iowa and holds a B.B.A. in marketing. He formerly worked with bank brokerage programs for ING. He currently serves on the boards of the National Capital Gift Planning Council and the Capital Area Iowa Club, and he is an avid soccer player and Iowa Hawkeye fan. He and his wife, Nora, are proud the new parents of Benjamin Hawkeye Stelter.

Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. How would you help a client who wants to donate a painting, horse or beach house to charity? Non-cash assets such as real estate, closely held stock, collectibles, etc., are estimated to be a $40-60 trillion market. Yet non-cash assets represent less than 2% of all charitable gifts. Bryan Clontz will cover how to potentially maximize charitable deductions through untapped assets such as real estate, privately held C

corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate the key points for both non-profit and for-profit professionals.