Join us on Thursday, September 18th at 9:00am EDT, for our annual Estate and Charitable Gift Planning Institutes Virtual Seminar! 

This webcast brings together donor advisors to learn the latest on estate planning, the effects that legislation has on charitable donations and how charitable gifts can meet your client's philanthropic goals.

We invite attendees of the following career and professions to attend: attorneys, certified financial planners, accountants, bank trust officers, insurance professionals and other planning officials.

Free Continuing Education Credits Will Be Available 

Agenda


9:00am - 9:15am ESTWelcome from The Salvation Army Eastern Territory

Ralph Bukiewicz - Territorial Commander
Dr. Scott Janney - Territorial Director of Gift Planning


9:15am - 11:00am EST2025 Federal Tax Update

Sam Donaldson


11:00am - 11:15am ESTBreak


11:15am - 1:00pm ESTTill Death and Taxes Do Us Part: Income and Transfer Tax Planning for Married Couples

Sam Donaldson


1:00pm - 2:15pm ESTLunch


2:15pm - 3:45pm ESTPopular Strategies for Charitable Estate Planning

Pamela Davidson and Phil Purcell


3:45pm - 4:00pm ESTBreak


4:00pm - 5:30pm ESTEthics and Estate Planning

Charles Slamar Jr.



Credit Selection

  • Credits Pending

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  • Credits Pending


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