2017 PROFESSIONAL ADVISOR SEMINAR

The Community Foundation of Muncie and Delaware County is pleased to welcome Laura Hansen Dean to speak during our annual Professional Advisor Seminar. We invite any professional advisor serving clients in Delaware County, Indiana to attend this event at no cost courtesy of The Community Foundation. The presentation is eligible for CE credits.

Date and Time: Wednesday, October 18 from 8 a.m. to noon

Location: Courtyard Marriott Conference Room - 601 S. High St. Muncie, IN 47305

Topic: Charitable Giving: Impacts, Benefits, Options, and Challenges

  • Enacted and Proposed Federal Tax Changes That Impact Charitable Giving - Includes changes to the Federal Estate Tax and Gift Tax; changes in Basis Valuation for Heirs; and changes in Income Tax and Charitable Deductions
  • Tax Benefits of Charitable Giving Now and Advantages of Partnering with Your Community Foundation - Includes planning flexibility; philanthropic inheritances, outright lifetime gifts of assets; charitable life income gifts; and testamentary charitable giving for taxable estates and for tax-exempt estates
  • Talking with Clients about Philanthropy
  • Charitable Giving Options for Baby Boomers - Includes charitable life income options; QTIPS with charitable distribution; gifts from balances in qualified retirement plans and IRAs; gifts of closely held business interests; and outright gifts of assets
  • Ethical Challenges in Designing and Implementing Charitable Gifts - Includes gifts of closely held business interests - who is the client?; undue influence by charity or commission based product sales; full disclosure of gift options; and investment of charitable trusts and charitable gift annuities

Continuing Education

Three hours of Continuing Education Credit have been requested for approval for attorneys including one hour of ethics. Certificates will be available for all other professional advisors.

About Laura Hansen Dean

Laura Hansen DeanLaura Hansen Dean, Attorney at Law (Indiana and Texas, both inactive), has served as Associate Vice President of Development at The University of Texas Medical Branch at Galveston, as Assistant Vice President of Development for the University of Colorado System, and for 7 years as the Executive Director of Gift Planning at The University of Texas at Austin during the $3 billion fund raising campaign that concluded successfully in September 2014. She is recognized as one of the most experienced and knowledgeable charitable gift planners in the country. For over thirty years she has assisted individuals and their advisors in considering and designing charitable giving plans as part of personal financial planning and estate planning.

She has worked with business owners, corporate executives, employees, entrepreneurs, families with inherited wealth, family owned businesses, professional practices, and individuals of modest means to individuals listed on the Forbes list of wealthiest Americans. The resulting charitable gifts have ranged from thousands of dollars to hundreds of millions of dollars. Having worked in most parts of the country, she is equally comfortable at a kitchen table as at a corporate boardroom.

A magna cum laude graduate of Indiana University School of Law, she has led gift-planning teams at public universities, community foundations, and academic centers on philanthropy, has served as Chief Executive Officer of publicly-supported foundations, and as consultant for multi-year grants funded by some of the country’s largest private foundations. Her consulting firm served a wide variety of charitable organizations, including community foundations, cultural organizations, private and public institutions of higher education, historic preservation organizations, hospitals and healthcare organizations, human service organizations, religious orders and organizations, and retirement communities.

She has served the charitable gift planning field in leadership positions with local planned giving councils and estate planning councils, and on the board of directors (1991-1993, 2012-2014) and committees of the National Committee on Planned Giving, now the National Association of Charitable Gift Planners. She served on the editorial review committee of the Journal of Gift Planning during its years of publication. She is a frequent speaker and teacher and contributor to publications on philanthropy.

Image of Laura Hansen Dean


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