Across the country, thousands of professionals tuned in for the 24th Annual Estate & Charitable Gift Planning Institute national webcast. Hosted by The Salvation Army in Minneapolis, MN, this day of learning is supported by local Salvation Army units in 30 states and 200 cities. Here in Indiana, eleven Salvation Army Corps welcomed almost 450 local attorneys, CPAs, financial planners, and insurance professionals to the day-long event.
Returning this year were guest speakers Ann Burns and Samuel Donaldson. Ann is the Chair of the Trust, Estate and Charitable Planning Group at Minneapolis firm Gray Plant Mooty. As an attorney and CPA, she spoke on ethics and reviewed current rulings and court cases. Sam is a law professor at Georgia State University and opened the first session with recent developments in federal tax law. The joint afternoon session, “Conducting the Annual Estate Planning Check-Up,” dug into how changes in client circumstances and laws can affect annual reviews of established estate plans.
Participants at the webcast earned up to six continuing education credits, including CFP, CTFA, Insurance, CLE, and CPE credits. At a cost of only $40, this annual webcast is widely acknowledged to be one of the best values for professionals seeking continuing education credits as a requirement for retaining their license to practice. The Salvation Army is able to keep costs for this program low because of local sponsors, including Al Eskus of Proforma, whose seven-year involvement covers the cost of all advertising and printed materials.
Jo Ann Remender, Director of Planned Giving for The Salvation Army Indiana Division, worked with advisory board member and Indianapolis emcee Don Steel to ensure that the 200+ central Indiana attendees also learned about Salvation Army programs close to home. Between webcast sessions, guests heard from volunteers and donors, got a drone’s-eye-view of The Salvation Army’s Hidden Falls Camp, and heard success stories from the Pathway of Hope program.
“I want to send a huge thank you to Don Steel for being our emcee,” said Jo Ann after the event. “For someone like him, who owns his own business and is so busy, to take the time to encourage his colleagues to support the ministry and work of The Salvation Army – that is truly amazing.”
Other guest speakers included David Murphy, who shared the story of his extended family and their close involvement with The Salvation Army’s Coats for Kids and Operation Compassion programs. He challenged participants to give back by visiting a special web page created by Proforma and supporting The Salvation Army’s coat collection and distribution program in their local community.
Many thanks to all of this year’s attendees and to Sam Donaldson and Ann Burns for an entertaining and educational day. We hope to see everyone back next year for another great webcast!
To learn more about how planned giving can help The Salvation Army, visit www.myplan2give.org.