Philanthropies: Charitable Giving to The Church of Jesus Christ of Latter-day Saints

Sep 13, 2023, 7:00 – 8:00 PM

Gift Planning Services (GPS) at Philanthropies has been providing assistance to alumni and your professional advisors (attorneys, accountants, and financial planners) in those situations where a charitable gift is an important part of your overall estate and financial plan since 1973. Philanthropies, a department of the Office of the Presiding Bishopric, represents all the charities of the church.

About this event

Gift Planning Services (GPS) is like a Global Positioning System that shares the same acronym, in that it can help donors navigate ways to give. GPS can help donors consider assets they can give other than cash that may be more tax-efficient and allow them to make a larger gift than they thought possible. GPS can help donors consider gift vehicles that provide them an income, save taxes, and/or involve their family in their giving. In sum, GPS deals with the what (assets) and the how (tools) of giving. GPS also assists professional advisors with navigating the what and how of giving with their clients.

Speakers

  • David Bonner

    BYU

    Senior Manager, Gift Planning Services

  • David Smith

    BYU

    Donor Liaison, Gift Planning

  • Jenny Wilson

    BYU

    Gift Planning Specialist

When

When

Wednesday, September 13, 2023
7:00 PM – 8:00 PM UTC

Organizers

  • Travis Kimball

    Quick Quack Car Wash

    Chapter Leader

  • Clay Merrill

    Pacific Gas & Electric Company

    Chapter Secretary

  • Susan Ramsden

    Comprehensive Medical Inc

    Chapter Treasurer

  • Diana Hodson

    Chapter Vice-President

  • David Pratt

    Ameriprise

    Chapter Leader

  • Rick Collins

    OnCore Consulting, LLC

    Managing Director & Chapter Pres.

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