SP-16 Planning Your Legacy: Creative Strategies to Navigate the New Tax Law
CE Hours: 1.25
Description: Make the most of your legacy. This session will cover the essentials of estate planning and highlight how charitable giving can be a powerful tool-both for your financial goals and the causes you care about most. With recent changes in tax law, now is the perfect time to explore smart, tax-wise giving strategies that can make a lasting difference. Whether you're just starting to think about your estate plan or looking to refine it, this presentation will provide valuable guidance to help ensure your legacy endures for generations.
Learning Objectives:
- Describe the key impacts of the new tax law
- Build or strengthen a solid estate plan
- Incorporate charitable giving into your planning
Key:
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LockedLynn M. Gaumer, J.D., CAP®
Lynn M. Gaumer, J.D., CAP® is the senior gift planning consultant for The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community. The Stelter Company, founded in 1962, partners with more than 1,300 nonprofits nationally. Lynn serves on the Board of Directors for the National Association of Charitable Gift Planners (NACGP). She is a member of the NACGP 2025 Government Relations Committee and chaired the NACGP Leadership Institute from 2021-2023. She is a current board member and past president of the Mid-Iowa Planned Giving Council, the central Iowa affiliate of the NACGP.
In accordance with this policy, I declare that I have NO past or present proprietary or relevant, financial relationship or receive gifts in kind (including soft intangible remuneration), consulting position or affiliation, or other personal interest of any nature or kind in any product, service, course and/or company, or in any firm beneficially associated therewith.