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Planned Giving 101

Tuesday, May 29, 2012  
9:30 AM - 12:30 PM

The current economic environment, combined with record low interest rates makes planned giving, as opposed to lifetime giving, an attractive alternative strategy that can maximize outcomes for donors and charities. This program will benefit nonprofit managers and board members who would like an overview of planned giving options and their legal implications. Topics covered include:
• The Roles of the Board in Planned Giving
• Planned Giving Policies
• Types of Planned Gifts
• The Effect of Tax Law Changes on Planned Giving
• Working with Attorneys
• Marketing Your Planned Giving Program

The program facilitators, Susan Ott, Esq. and Jack Owen, Esq., will walk participants through some common planned giving scenarios and answer any questions.

Susan A. Ott, Esquire, is a tax attorney practicing with Rhoades & Wodarczyk, LLC and is Acting Executive Director of The Foundation to Advance Public Health through Certification. Susan has a strong background as a nonprofit manager in western Pennsylvania, holds Bachelor of Science and Master of Public Health degrees from the University of Pittsburgh and a J.D. from Duquesne University School of Law. Susan, a member of the Pittsburgh Planned Giving Counsel, has served on many area boards and is currently Treasurer of the Allegheny County Bar Association Health Law Section. Susan does pro bono legal work for Volunteer Lawyers for the Arts and is a guest lecturer at Duquesne University School of Law.

Jack Owen, Esquire, is a tax lawyer with and member of Rhoades & Wodarczyk, LLC, a past President of Pittsburgh Planned Giving Council (PPGC) and is the current Chairman of PPGC's Legislative Affairs Committee. Jack received his A.B. (History) from Grove City College (1980, where he graduated cum laude), J.D. from the University of Akron School of Law (1983, where he served on the Akron Law Review) and Masters of Law and Taxation from the College of William & Mary Law School (1984, graduated first in the Day Division). Jack has substantial experience in working with nonprofits and charitable/estate planning, was named PPGC's Allied Professional of the Year in 2005 and has been named by his peers as a Pennsylvania Super Lawyer.

The fee to attend this program is $20 per person, which includes a light continental breakfast and can be paid at the door. Space is limited and registration is required by calling the Foundation Center at 412-622-6277.

Presented by: Susan Ott, Esq., and Jack Owen, Esq.
Event fee: $20
Light continental breakfast
5801 Forbes Avenue
Pittsburgh, PA 15217

Foundation Center
(412) 622-6277