Speaking Engagements

Building a Successful Planned Giving Program for Nonprofit Organizations

June 19, 2014
Bernstein Global Wealth Management, 53 State Street
Suite 2900, Boston, Massachusetts, 02109


Goodwin Procter LLP, Accounting Management Solutions, Inc., BDO USA, LLP and Bernstein Global Wealth Management will host a reception and briefing on building a successful planned giving program for nonprofit organizations. Speakers Sue Abbott and Anne Bucciarelli will provide an overview of the current landscape, key tools and techniques that nonprofits can utilize, and the impact of these on nonprofits and their donors. Considerations for donors in structuring estate plans and lifetime gift programs that achieve financial objectives while reducing federal and estate taxes will also be discussed.