Pentera Webinar - Exploring the Evolving Landscape of Charitable Estate-Planning Documents: The Significance of Beneficiary Designations Alongside Wills and Trusts
Presented by:
William D. Samers
Vice President of Planned Giving and Endowments
UJA-Federation of New York
Webinar Description:
Join us 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, Bill 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.
Discover how beneficiary designations can streamline the process of leaving assets to charities, simplifying your donor’s charitable estate planning and bolstering donor relationships. Explore how bequests from wills and trusts are also a major source of charitable gifts. These bequests can empower donors to create more elaborate, lasting philanthropic legacies benefiting both their donor intent and your charitable organization. I will also explain how to diminish the challenges in obtaining the funds from the trustees when a designation form is used.
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 a former executive committee member of the National Association of Charitable Gift Planners (when it was the Partnership for Philanthropic Planning).
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. degree from Boston University Law School.
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