Pentera Webinar - Gift Annuities: From Plain Vanilla to Hot Fudge Sundae!
Presented by:
Lynn Malzone Ierardi, J.D.
Director of Gift Planning
The University of Pennsylvania
Greg Johnson, MPA, CFP©
Director of Gift Planning
The University of Pennsylvania
Webinar Description:
Charitable gift annuities are popular with donors in part because they are simple and straight forward—the plain vanilla. But gift annuities can be customized for your donor—in flavors and ways perhaps you've never considered. In this session we will review and discuss the various structures, implications, and opportunities available for donors and charitable organizations using charitable gift annuities.
We will start with a review of the plain vanilla gift annuity, move through more uncommon funding assets and gift structures (the sprinkles and the nuts), and finish with a new and different concept: the Penn Impact Annuity. This unique and novel gift structure was created by the University of Pennsylvania to enable donors to make a truly blended gift by combining a current gift with a life-income gift in one vehicle—a hot fudge sundae! Your fundraising gifts teams will have a whole new perspective about collaborating with you to cultivate and solicit gift annuities when you introduce this concept.
About the Presenters:
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Lynn Malzone Ierardi, J.D., has been in the estate and gift planning field for more than 30 years. She has served as director of gift planning for the University of Pennsylvania (Penn) since 2005 and as an independent gift planning consultant since 2002 (GiftPlanningAdvisor.com, founded in 2002). Prior to joining Penn, she held gift planning positions in health and higher education, served as vice president with the Merrill Lynch Center for Philanthropy, and practiced estate planning and real estate law. Lynn served as the 2019 board chair of the National Association of Charitable Gift Planners (CGP), is a member of the CGP Leadership Institute, and is a regular faculty member for the Planned Giving Course. She has been a member of CGP since 1993. She is a past board member and past president of the New Jersey Council of Charitable Gift Planners and is a current board member of the Planned Giving Council of Greater Philadelphia (PGCGP). As a dynamic and highly rated speaker, Lynn has presented at conferences and meetings internationally on a variety of gift planning topics. Lynn is a graduate of Lycoming College and Fordham University School of Law and is a proud Penn parent—times two! |
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Greg Johnson, MPA, CFP©, is director of gift planning at the University of Pennsylvania where he helps donors integrate charitable gift plans with their tax, estate, and financial plans, and he assists in accepting complex gifts—particularly in the areas of alternative financial assets and privately held business interests. For more than 14 years he has supported Penn units such as major gifts, undergraduate financial aid, The Wharton School, and athletics. Prior to joining Penn, Greg was senior vice president for development at the Delaware Community Foundation. He also held development positions with the Widener University School of Law, University of Delaware, and Wilmington Christian School. He has a combined 35 years in fundraising and gift and financial planning. Greg is a member of the Board of the Gift Planning Council of Greater Philadelphia, a governor's appointee and member of the State of Delaware Parks Advisory Council, and a past board member of the Newark Senior Center and the Brandywine (Delaware) chapter of AFP. He has presented at several regional CASE and AFP Chapter conferences. He holds a master of public administration in finance from the University of Delaware, where he also received his undergraduate degree, and is a certified financial planner. |
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