Gift Planning in the Current Economy

How will the changing economy impact your plans for the future, or your ability to make charitable gifts? In the current economic climate, it is more important than ever to carefully review your financial situation and create a plan to preserve your hard-earned assets for the future—for you, your heirs, and to support those institutions you believe in, like the Bishop Museum.

You are cordially invited to attend a free seminar on gift planning in the current economy, led by one of the nation’s leading experts in Planned Giving, Frank Minton. Frank will share information on ways you can continue to support the Museum and other charities you believe in even while the economic forecast remains uncertain, and will be available to answer your questions and concerns. For example, did you know that the recently passed financial bailout bill creates a renewed opportunity for IRA gifts? Or, that options like charitable gift annuities may pay a higher return than your current money market, CDs, or other fixed-income investments? Join us on November 20 for this free breakfast seminar to learn about these options and more.

November 20, 2008
10:00 – 11:00 a.m.
Bishop Museum’s Atherton Halau
Free to Bishop Museum members and supporters
A light breakfast & refreshments will be served

RSVP to Amy Miller Marvin at (808) 848-4169 or amiller@bishopmuseum.org by November 17, 2008.

Frank Minton is a thoroughly accomplished planned giving expert. Before entering consulting in January 1991, he spent ten and one-half years with the University of Washington, where he served as Director of Planned Giving and Executive Director of Development.

Previously he served as Senior Estate Planning Officer and Field Director at Northwestern University, and was for six years a professor at Muskingum College in Ohio. He received M.A. and Ph.D. degrees from the University of Chicago.

Dr. Minton has played a most critical role in shaping the planned giving industry as we know it today. He has served both as conference chair and President of the National Committee on Planned Giving, a nationwide organization of gift planning professionals. In 1992 he received its Distinguished Service Award, and he currently serves on its Ethics Committee. He has also served Chair of the American Council on Gift Annuities and is an extensively recognized expert on state regulatory issues. He has also received a CASE (Council for the Advancement and Support of Education) Distinguished Service Award, the David Donaldson Distinguished Service Award from the Planned Giving Group of New England, and was the first recipient of the Outstanding Development Officer Award from the Northwest Development Officers Association.

He is a frequent speaker at seminars and conferences and has authored many booklets and articles on planned giving topics. He is the principal author of Charitable Gift Annuities: The Complete Resource Manual and is co-author of Planned Giving for Canadians (Second Edition, 1997). A number of his presentations have been to Canadian audiences, and in 1997, he received the “Friend of the Canadian Association of Gift Planners” award. He is on the advisory board of Planned Giving Today, and is a member of the Seattle Estate Planning Council and the Washington Planned Giving Council.