CPGR Luncheon Program and Annual Meeting - November 12, 2009

Philanthropy in an Economic Recession: A Review of Developments in 2009 and the Potential Impact on Charitable Giving in 2010

Thursday, November 12, 2009
11:00 am - 1:15 pm (11:00 am – registration/ 11:30 a.m. Lunch & Annual Meeting/Noon Presentation)
Central Location - 1st & University, Denver
$40.00 CPGR members: $55 non-members
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This meeting includes the CPGR Annual Meeting: 11:30 a.m. - Noon Important Voting Issue including 2010 slate of officers - all members are encouraged to attend.

Program Description

Philanthropy in a recession challenges a planner to determine how a client/prospect can take advantage of unique situations resulting both from the erosion of wealth and also from an increased concern of being able to maintain lifestyle. Even as the recession eases, it will be quite a while before individuals regain confidence in investment markets and are willing to take risks with their assets and their income. The challenge is to creatively use appreciated assets that one would not want to sell in a down market, to accept losses on other assets and convert them into strategies to obtain productive income, to turn a seasonally-used vacation home into a virtual "time share", to allocate the equity in a personal residence to generate a life estate/annuity combination, or to take advantage of lower values on investment real estate to shift properties to the next generation at low tax cost.

Our speaker, Neal Myerberg, will illustrate specific examples of innovative ways to help your client/prospect "make the gift" in these tough financial times.

Neal Myerberg - Principal, Myerberg Shain & Associates

One of America’s most knowledgeable authorities on tax and financial planning strategies using charitable giving techniques, Neal Myerberg, an attorney, is a principal in the firm of Myerberg Shain & Associates, providing consulting services for many of the nation’s largest charitable organizations and philanthropists in charitable tax planning. He was previously National Director of Charitable Giving Services for Sanford C. Bernstein and Company. A frequent speaker at national planned giving conferences and at seminars for professional advisors and not-for-profit executives, Myerberg has served as a resource to The New York Times, the Wall Street Journal and NBC’s Dateline. He is the instructor for the planned giving course in the master’s degree program in Fundraising Management at Columbia University in New York and a member of the Editorial Advisory Committee of The Journal of Gift Planning. Read more about Neal

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Cancellations are excepted up to 5 days before the event, minus a $5 administrative fee.  No refunds will be given within 5 days of the event.

Thanks to our Sponsor!