Webinar: Timely and Compelling Charitable Gift Strategies sponsored by Zinner & Co.
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About the Program
Recent legislation, historically low interest rates, demographics, and an economic environment profoundly affected by the COVID pandemic has made three charitable gifting strategies particularly opportune today. This session will explore the impact COVID has had on charitable institutions, and discuss and analyze why charitable lead trusts, charitable remainder trusts as an IRA beneficiary, and S Corp shares donated to a donor advised fund are uniquely timely and powerful for our philanthropic clients.
About the Speakers
Don Laubacher currently works at Sequoia Financial Group as a Senior Vice President. He holds the CPA, CFP and AEP designations. After graduating from Bowling Green State University with an MA in Accounting, Don began his career with Price Waterhouse. After working for CPA firms for his first 9 working years, Don joined the nonprofit world as Director of Planned Giving for The Cleveland Orchestra. Prior to his current position at Sequoia, he also spent 14 years as a Senior Trust Officer and Senior Relationship Manager in KeyBank’s Family Wealth Group. Don is married with 3 children, resides in Richfield Township, and is actively involved with the Estate Planning Council of Cleveland, the Northern Ohio Charitable Gift Planners, the Akron Tax and Estate Council and serves on the Board of The Nature Conservancy, State of Ohio.
Al Yambor currently serves Sequoia Financial Group as a Director. After graduating from Ashland University with degrees in Finance and Marketing, Al began his career in the Asset Management Group Associate Development Program at PNC Bank. After gaining exposure to the private banking, investment, wealth planning, and trust practices, Al served the bank’s HNW clients as a Relationship Manager for 8 years, coordinating and leading the advice and service experience. Al joined Sequoia in 2019 where he focuses on closely held business owners and enjoys helping clients align their balance sheets to achieve their financial, charitable, and legacy goals. Al finds charitable planning to be particularly rewarding and is currently enrolled in the American College’s Chartered Advisor in Philanthropy program. Al resides in Medina with his wife Kara and young son Albert.
Katherine E. Wensink │ 2020-2021 Program Chair
Reservation Policy – All attendees are encouraged to register in advance. Webinar cost is free for members and $25 for guests. You will receive login credentials with your registration confirmation email.
Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders and from the Supreme Court of Ohio for Ohio attorneys to receive CLE credit. A certificate of completion will be available for those AEP®, CTFA, CPA, and CWS designees who feel the program satisfies their continuing education requirements. You must be attentive on the webinar for at least 60 minutes of programming to receive credit for any of the credentials listed above.
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Thank you to our sponsor:
