Planned giving strategies to maximize your impact

Join Alex Pribil, J.D. from UF’s Office of Estate and Gift Planning and John Ramfjord from the UF/IFAS Advancement Office to discover how you can create a legacy that reflects your values and supports the causes you care about.

UF/IFAS Planned Giving Webinar

June 26th, 2024

10:00–11:00AM EST

Zoom, Register Here


Gift planning strategies help donors make a positive impact while minimizing tax burdens and leveraging various asset types, including stocks, real estate, donor advised funds, retirement assets and more. There are even charitable giving options that provide income to the donor or their designee.

Whether you are considering a required minimum distribution from your IRA (RMD), qualified charitable distribution (QCD), bequest, charitable trust, or other planned giving option, this webinar will equip you with the knowledge to make informed decisions that align with your financial goals and philanthropic vision. Perfect for individuals both beginning their estate planning process and those with an existing plan. Reserve your spot today!

Why attend this webinar?

  • Expert Insights: Learn about recent tax law updates and the different giving options available.
  • Tax Advantages: Discover how planned giving can provide significant tax benefits for you and your heirs.
  • Q&A Session: Get your questions answered by Alex in real time.

If you are interested but can’t make it to the live session, please let us know and we’ll send you a link to the recording, or request a Gift Planning Guide by mail.

 


Alex Pribil, J.D. is an Associate Director of Gift Planning with the University of Florida Foundation. He collaborates with development professionals across UF to create planned giving strategies with donors. Additionally, he works with financial planners, estate planning attorneys, and other advisors to increase awareness of extensive opportunities offered by the UF Foundation, so they can guide their clients in developing effective charitable giving strategies. Alex earned his Juris Doctor degree from The Ohio State University.

John Ramfjord is a Director of Development who fundraises for the UF/IFAS College of Agricultural and Life Sciences. Working with the UF Foundation, he helps connect donors with opportunities to power CALS in its mission to prepare students to address the world’s critical challenges. John earned his master’s in sports management and bachelor’s in history from Georgia Southern University.

 

 

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Posted: June 5, 2024


Category: Blog Community, Money Matters, Professional Development, UF/IFAS
Tags: Bequest, Estate, IFAS, Legacy Gift, Planned Giving, QCD, Qualified Charitable Distribution, Required Minimum Distribution, RMD, Trust, UF, UF Foundation


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