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How to Market Insurance and Trusts to Charity – From an Insider’s Perspective

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Monday, April 27 | 2:30 pm
You can apply Philanthropic Planning to also advance you clients for-profit planning. Using tax, leverage, and wealth planning vehicles you can help your client turn a small amount of capital into a large amount of capital for family and charity.This seminar will consider how to "power-up" your for-profit vehicles by blending them with not-for-profit vehicles. As Executive Director of Advancement at a major not-for-profit, I can report that most development officers overlook simple vehicles to produce cash for their charities and supporters. We will therefore be reviewing basic cash driven ideas such as "accelerating bequests", "surplus insurance", charitable pension salvage plans, and charitably driven tax free Roth conversions. In this way, we will introduce your affluent client to a revelation - that, through judicious use of the tax code he or she can control where all, not half, of his money goes. 

Presenter . Henry Rubin, Albert Einstein College of Medicine is an entrepreneurial advancement executive and previously an accomplished estate planning attorney at a prominent NYC law firm, who has helped raise hundreds of millions of dollars in current, campaign, and planned gifts over the past 24 years. He motivate supporters, advancement officers and board members to excel through his commitment, professionalism, integrity and communication skills. During the past fifteen years, Henry has served (and continues to serve) as Senior Director of Institutional Advancement to Yeshiva University, including its Einstein College of Medicine and Cardozo School of Law; advancement consultant for the Center for Biological Diversity, and Abilis, an organization committed to enabling the developmentally challenged to reach their potential. Henry currently sits on the Board of Directors for the International Association of Advisors in Philanthropy

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