“Charitable Planning in a Time of Uncertainty” AND “Ethical Considerations in Talking with Clients about Charitable Giving Options.”
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Please join us for the EPCLV and LVCF joint event on Thursday, October 7th for a virtual presentation.
2:00-4:15 PM Program
Two continuing education credits have been approved for CFP, Pennsylvania Insurance, CPA, CTFA and PACE. *Due to the virtual nature of the program, CLE credits are not being offered.
Module 1: “Charitable Planning in a Time of Uncertainty”
Module 2: “Ethical Considerations in Talking with Clients about Charitable Giving Options.”
Learning Objectives include:
- Learn why cash may be one of the best giving options for your clients this year.
- List four charitable giving instruments that can be used to benefit multiple charities.
- Identify three ways that using a percentage or share of an asset may be a better option during times when asset values fluctuate wildly.
- Identify four factors that may lead to gift design bias by a gift planner or charitable organization.
- List ten key points included in the Model Standards of Practice for the Charitable Gift Planner.
Presented by:
Laura Hansen Dean, J.D., Attorney at Law (Indiana, Texas)
In 2017 Laura Hansen Dean, Attorney at Law (Indiana, Texas) returned to Indiana and the charitable gift planning and consulting firm she founded in 1991, Laura Hansen Dean and Associates. Her clients include The University of Texas at Austin for whom she serves as Senior Director of Gift Design and Documentation.
During the years away from Indiana, she 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 fundraising 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.
Her association with community foundations started in 1994 when she began serving as the gift planning consultant to Giving Indiana Funds for Tomorrow (GIFT), the technical assistance program of The Lilly Endowment. That same year she began working with the Indianapolis Foundation (IF) which started a 23-year association with IF, the Central Indiana Community Foundation, and the Legacy Fund of Hamilton County. She served as the CEO of the Community Foundation of Southern Indiana, and on the board of directors of the Chisholm Trail Communities Foundation, serving Georgetown, Texas.
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 a regional community foundation and a state university-related foundation, and as a consultant for multi-year grants funded by some of the country’s largest private foundations. Her consulting firm has 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 (NACGP). She was inducted in the NACGP Hall of Fame in 2018 and 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.
