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DEV: Simple Bequests with Cayce Powell, MBA, J.D., FCEP

DEV: Simple Bequests with Cayce Powell, MBA, J.D., FCEP

FromThompson & Associates


DEV: Simple Bequests with Cayce Powell, MBA, J.D., FCEP

FromThompson & Associates

ratings:
Length:
10 minutes
Released:
Apr 4, 2014
Format:
Podcast episode

Description

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with President Cayce Powell, MBA, J.D., FCEP, discussing bequests and other forms of testamentary gifts. In this podcast, they will cover the following points, and more:1. How can a donor make these types of gifts? 2. Does it require a donor to rewrite their Will?3. Can a donor change the beneficiaries once they have been established?4. How can a donor ensure that their spouse is taken care of first and foremost?5. What are the drawbacks to consider with these types of gifts?6. What are the options available to leave a bequest in a Will?7. Are there advantages to having charitable donations come from a retirement account as opposed to coming out of an estate?DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics. www.ceplan.com
Released:
Apr 4, 2014
Format:
Podcast episode

Titles in the series (99)

Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.