March 20, 2024 – Partnerships Make Planned Gifts Possible – A Joint Meeting with Southern Indiana Estate Planning Council

When:
March 20, 2024 @ 11:30 am – 1:00 pm
2024-03-20T11:30:00-04:00
2024-03-20T13:00:00-04:00
Where:
Indiana University Southeast
4201 Grant Line Rd
New Albany
IN 47150
Contact:
Amanda Featherstone


Thank you to our Program Sponsor


The presentation will focus on the importance of partnerships between gift planners and allied professionals. Without this critical partnership, planned gifts will be passing thoughts and eventual afterthoughts. Each professional brings to the table a specific skillset that provides the donor/client with critical information to decide the best way to make a major gift or structure a planned gift.

Yeley has a unique perspective serving clients as a practicing estate planning attorney and now on the charitable giving side of things serving the IU Foundation. Yeley feels that allied professionals must differentiate themselves and “talk the language” of charitable giving. Such attributes will make the legal and financial professionals that much more marketable in the eyes of both current and prospective clients. Further, an allied team approach is the best model to best serve the client/donor. Yeley will expand on how each professional plays a major role in the introduction, negotiation and closure of a planned gift that fits within their estate and financial planning goals and objectives.

 

ABOUT THE PRESENTER:

Brian D. Yeley, JD is the Associate Vice President of Gift Planning Services at the Indiana University Foundation in Bloomington, Indiana.  In this capacity, Brian manages IUF’s staff of attorneys responsible for providing gift planning support to donors and fundraising professionals across Indiana University’s nine campuses.

Brian is a member of the Board of the Community Foundation of Bloomington and Monroe County where he currently serves as Past President and as Chair of the Professional Advisors Committee.  Brian is a Past President of the Hoosier Hills Estate Planning Council.

Prior to joining IUF in 2005, Brian was an attorney at Hoogendoorn and Talbot LLP in Chicago, Illinois where he specialized in tax and estate planning as well as nonprofit administration.  He is a graduate of the Indiana University Kelley School of Business and the Indiana University Maurer School of Law.

Brian lives in Bloomington with his wife and three children.


Program is approved for education credits from the following:

Cancellation/Refund Policy: Registration cancellations must be made the Friday before the program date. No refunds will be issued after that time. You may send a colleague in your place. No-shows are subject to invoice covering a lunch fee.  Please send registration changes to cgpkentuckiana@gmail.com.
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