SPEAKERS BUREAU POWER POINT PRESENTATION DESCRIPTIONS

1. LEAVE A LEGACY® Kansas City – Make a Lasting Difference. This presentation is comprised of a power point slide show and a script in a Word document. It explains what planned giving is, explores why more people haven’t provided for charity in their estate plans, encourages them to do so, and discusses ways to give. This presentation differs from our other presentations in that it has more lively pictures and is more of an emotional appeal. It briefly discusses tax benefits but does not go into detail. Request Make A Lasting Difference & script

2. Estate Planning Basics. This presentation explains different methods of estate planning (wills, trusts, nonprobate transfers, and probate). It discusses the estate tax, the annual exclusion from gift tax, the marital and charitable deductions, and it explains the first step in estate planning for married couples - credit shelter planning. Request Estate Planning Basics

3. LEAVE A LEGACY® – Tax Facts. This presentation explains the charitable deduction and discusses capital gains tax. It describes ways to give to charity in an estate plan including charitable trusts and gift annuities. It does not cover the estate and gift tax issues covered in Estate Planning Basics and may be used best in combination with that presentation. Request Tax Facts

4. Great Reasons to Give to Charity and Great Ways to Do It. This presentation explores the personal and emotional value of planned giving only touching on the tax benefits. It then describes several methods for including charity in an estate plan. Request Great Reasons and Great Ways to Give