The NCPGC is thrilled to present nationally renowned charitable gift and estate planning expert Winton Smith, J.D. to discuss "The Best Planned Gifts In the History of The Republic".  

This presentation will highlight relevant topics for the best planned gifts historically and new/improved opportunities in light of the current Fiscal Cliff Legislation. 

This session will appeal on an integrative model for the basic planned giving generalists as well as the advanced planned giving professionals. 

Included within the substantial program content will be information regarding various outright and planned gift vehicles, as well as multiple other more strategic trust variations promoting detailed family and charitable planning, while taking into account the tax benefits/consequences and their relevance on each gift mechanism.  This seminar will be invaluable to all gift planning professionals with a donor/client centered approach.

Winton's ability to present the many complex subjects involved in charitable giving in an easy-to-understand manner sets him apart from other lecturers. He conducts the Council for the Advancement and Support of Education (CASE) Planned Giving Institute in various cities across the country and is the only CASE presenter to consistently receive top ratings for his delivery of the course Introduction to Planned Giving.  Winton has been a frequent speaker at programs sponsored by the National Council on Planned Giving (NCPG), the National Society of Fund Raising Executives (NSFRE) and the Association for Healthcare Philanthropy (AHP).  His expertise will provide detailed applicable information for use in daily practice for all planned gift professionals.   

COST:  NC & SC Planned Giving Council Members $35.00
             AFP, Wake County Estate Planning Council, FPA Members $45.00
             Guests:  $60.00

Schedule of the Day

February 20, 2013
NC Museum of Art - Raleigh, NC
9:15 am - 2:30 pm

9:15 - 9:45
Light Breakfast/Coffee/Networking/Registration

9:45 -10:00
Welcome/Business – Erich Hamm

Sponsor Comments:  Charles ReCorr

10:00 - Noon
Winton Smith, JD - Program Part II

Noon - 1:00
Roundtable Topics or Networking on Your Own

1:00 - 2:00
Winton Smith, JD - Program Part II

2:00 - 2:30
Questions & Answers

2:30 OPTIONAL: Museum Tour

Winton Smith, J.D. is a charitable gift planner whose clients include both philanthropists and charitable organizations. He helps charitable organizations build and conduct planned giving programs that encourage donors to learn how they can make both the smartest gift and also give more to their charitable interests than they ever dreamed possible.

Winton is a practicing attorney who specializes in estate tax strategies and tax planning, financial development and planned giving for charitable organizations. His background includes 25 years of practical experience in structuring and marketing major gifts. He represents both individual philanthropists and charitable institutions, keeping them informed of the latest tax law changes affecting charitable gifts.

Winton’s ability to present the many complex subjects involved in charitable giving in an easy-to-understand manner sets him apart from other lecturers. He conducts the Council for the Advancement and Support of Education (CASE) Planned Giving Institute in various cities across the country and is the only CASE presenter to consistently receive top ratings for his delivery of the course Introduction to Planned Giving.

Winton has been a frequent speaker at programs sponsored by the National Council on Planned Giving (NCPG), the National Society of Fund Raising Executives (NSFRE) and the Association for Healthcare Philanthropy (AHP). He regularly presents charitable tax strategy seminars and workshops for bar associations, estate planning councils, colleges, universities, law schools and hospitals as well as natural resource and conservation, religious, social welfare and other charitable organizations. Mr. Smith’s programs on charitable gift planning have been approved for continuing education credit by State Bar Associations and State Accountancy Boards.