CHARITABLE GIFT ANNUITIES: BASICS & BEST PRACTICES
presented by laurie valentine

OCTOBER 10, 2018
11:30 am: Professional Networking
Noon – 1:00 pm: Program & Lunch

To lay the foundation for the future of your organization’s gift annuity program, you must have knowledge of both gift annuity basics and best practices.  This session will review the basics of current and deferred charitable gift annuities to assure you have the knowledge you need to be your organization’s in-house resource for this popular giving option.  And, we’ll also explore the American Council on Gift Annuity’s recommended best practices for gift annuity programs which can provide risk management to your organization and protection to your donors.    This session is perfect for the organization considering a gift annuity program or the organization who wants to make sure they have the right policies and practices in place for their already established program.  

Sponsored by:

LOCATION:

Holiday Inn St. Petersburg/Clearwater MAP
3535 Ulmerton Road
Clearwater, FL 33762

MEETING FEE:

$25.00 Members

$30.00 Guests

Payments may be paid in advance or at the door.  No shows will be billed.

ANNUAL SPONSORS:

• American Cancer Society
• BayCare Mease Countryside, Mease Dunedin, Morton Plant Hospitals
• Community Foundation of Tampa Bay
• Johns Hopkins All Children’s Hospital Foundation
• Johnson, Pope, Bokor, Ruppel & Burns, LLP
• Saint Leo University
• USF Foundation, Office of Gift Planning
• Wells Fargo Private Bank

LAURIE VALENTINE BIO

Laurie Valentine rejoined the Wills, Trusts and Estates Department of Fisher & Sauls, P.A., in St. Petersburg, Florida in the fall of 2017, where she also practiced from 1982 to 1993. Her law practice is concentrated in the areas of planning for federally taxable estates, will and trust preparation, probate and trust administration, charitable gift planning, and business succession planning.  Prior to her return to private practice in October 2017, Ms. Valentine served for over 23 years as Trust Counsel and Chief Operating Officer of the Kentucky Baptist Foundation (KBF) in Louisville, Kentucky. Ms. Valentine’s work at the KBF included administration of the trust compliance for the KBF’s $175 million of endowment, investment management, donor advised fund, charitable gift annuity, and charitable remainder trust accounts; working with donors and their advisers to develop charitable gift plans to accomplish the donor’s charitable giving objectives; and providing charitable giving expertise to KBF staff and the development staff of the Kentucky Baptist Convention and its related institutions and agencies.

Laurie has spoken on a variety of estate planning, charitable gift planning, and incapacity planning topics at seminars sponsored by The Florida Bar, Louisville Bar Association, American Council on Gift Annuities (ACGA), Crescendo Interactive, and National Catholic Development Conference. 

Ms. Valentine has been involved in various professional and community activities over the past 36 years, including service, beginning in 2000, on the board of ACGA where she has served in numerous leadership roles including as 2006 Conference Chair; Vice Chair-Business 2010-2015; and as Supporting and Lead Co-Chair of the board 2015-2018.