About Us

R&R Newkirk Five-Day Seminar Agenda

Monday:

8:15 – 8:30		Introduction
8:30 – 9:00	Sec. 1	Introduction to Planned Giving Opportunities
9:00 – 10:15	Sec. 2	Income Tax Fundamental for Gift Planning
10:15 – 10:30		Break
10:30 – 12:15	Sec. 3	Income Tax Charitable Deduction
12:15 – 1:30		Lunch (R&R Newkirk host)
1:30 – 2:30		Income Tax Charitable Deduction (continued)
2:30 – 3:30	Sec. 4	Practical Aspects of Gifts of Property
3:30 – 3:45		Break
3:45 – 5:00		Practical Aspects of Gifts of Property (continued)
5:00		Reception

Tuesday:

8:15 – 8:45	Sec. 5	Workshop on Outright Contributions
8:45 – 10:00	Sec. 6	Charitable Gift Annuities
10:00 – 10:15		Break
10:15 – 11:00	Sec. 7	The Pooled Income Fund
11:00 – 12:15	Sec. 8	Charitable Remainder Trusts
12:15 – 2:00		Lunch (on your own)
2:00 – 3:00	Sec. 9	Charitable Remainder Trusts and Deductions
3:00 – 3:15		Break
3:15 – 4:00	Sec. 10	Life Insurance Gifts
4:00 – 5:00	Sec. 11	Workshop on Life Income Gifts

Wednesday:

8:15 – 8:45	Sec. 12	Marketing Planned Gifts
9:30 – 10:30	Sec. 13	Developing Planned Gifts
10:30 – 10:45		Break
10:45 – 12:15		Developing Planned Gifts (continued)
12:15		Free Time

Thursday:

8:15 – 9:00	Sec. 14	Federal Gift Tax for Gift Planners
9:00 – 10:15	Sec. 15	Federal Estate Tax for Gift Planners
10:15 – 10:30		Break
10:30 – 12:15	Sec. 16	Charitable Estate Planning Techniques
12:15 – 2:00		Lunch (on your own)
2:00 – 3:15	Sec. 17	Ethics in Charitable Gift Planning
3:15 – 3:30		Break
3:30 – 5:00		Avoiding Nightmare Gifts: The Right Policy

Friday:

8:15 – 9:15	Sec. 18	Gifts by Will: Where the REAL Money Is
9:15 – 10:15	Sec. 19	Gifts from Retirement Accounts
10:15 – 10:30		Break
10:30 – 11:30	Sec. 20	Charitable Lead Trusts
11:30 – 12:30	Sec. 21	New Developments/Outlook for the Future
12:30 – 1:30		Graduation Luncheon (R&R Newkirk host)
1:30		Adjourn

Coffee, tea and rolls will be available in the meeting room each day at 7:45 a.m.