Seminars

Every organization has a special group of board members, major donors and professional advisors who can benefit from Winton's Charitable Tax Strategies seminars. Tailored to your organization's needs, and conducted in a personalized setting, these seminars serve to educate a select group of individuals about the most important aspects of planned giving.

In addition to seminars for donors and for their technical advisors, Winton Smith & Associates offers seminars for planned giving professionals. These events can be structured to provide a comprehensive introductory workshop for new planned giving staff members, an intensive workshop for major gifts officers or a year-end summary for your entire development department.

Each seminar includes a comprehensive outline which you may reproduce
and distribute to participants. And to help insure a successful and productive seminar, we also can provide you with marketing support.

Winton's practical experience and depth of knowledge plus his ability to present complex legal issues in easy-to-understand language make him one of the most sought after speakers in North America. Schedule your seminar early to reserve the best date for your organization.

CTS Seminar for Donors

ETS Seminar for Donors

CTS Seminar for Professional & Technical Advisors

CTS Seminar for Planned Giving Professionals

Special Speaking Engagement Topics

"Capital Campaigns and Planned Gifts"

"The Most Productive Major Planned Gifts"

"How To Visit with Major Planned Gift Prospects"

"How To Structure Pension Plans To Avoid Confiscatory Taxation"

"Philanthropy and Gifts of Family Corporate Stock"

"Charitable Remainder Trusts: Special Gift Planning Opportunities"

"Charitable Lead Trusts: A Special Gift Opportunity"

"Estate Tax Strategies: Planning for Your Family and Other Heirs"