The Pentera Blog
Webinar 1/9: William D. Samers "Exploring the Evolving Landscape of Charitable Estate-Planning Documents: The Significance of Beneficiary Designations Alongside Wills and Trusts"
Join William Samers, J.D., vice president of planned giving and endowments at UJA-Federations of New York, for an in-depth examination of the ever-evolving landscape of charitable estate planning, providing you with the tools and insights to act effectively in your role as a planned giving professional. In this informative presentation he will explore the dynamic changes in estate-planning documents, emphasizing the crucial role of beneficiary designations alongside wills and trusts in your efforts to maximize philanthropy for your organization.
Benefits of this session:
- Discover how beneficiary designations can streamline the process of leaving assets to charities, simplifying your donor’s charitable estate planning and bolstering donor relationships.
- Learn how bequests from wills and trusts are also a major source of charitable gifts, empowering donors to create more elaborate, lasting philanthropic legacies, benefiting their donor intent and your charitable organization.
- Understand how to diminish the challenges in obtaining the funds from the trustees when a designation form is used.
You can register for the 1 p.m. ET Webinar here.
Pricing:
*Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our Webinars as a free service.
About the Presenter:
William D. Samers, J.D., is vice president of planned giving and endowments at UJA-Federation of New York, the largest local nonprofit in the country, where he leads a 13-person gift planning department. He previously worked for the American Committee for the Weizmann Institute of Science (ACWIS). He is a past president of the Philanthropic Planning Group of Greater New York and Executive Committee member of the Partnership for Philanthropic Planning (now CGP). Bill has presented at numerous planned giving and development conferences and nonprofits. He has been quoted in many publications including The New York Times and The Chronicle of Philanthropy. Bill graduated from the University of Pennsylvania and received his J.D. from Boston University Law School.
