Planned Giving
Webinar
Recorded on October 7, 2020
BMoA collaborated with advisors in tax and estate planning to summarize the financial advantages and tools supporters of the arts can use to make sustained gifts to BMoA. In the webinar above, host, Kristen Beall Watson asked expert panelists frequently asked questions about planned giving, including tax benefits, split beneficiaries, and common types of gifts.
Are you thinking about planning to give to Bakersfield Museum of Art? Learn more at bmoa.org/plannedgiving, or contact executive director Amy Smith at
(661) 323-7219.
Webinar Agenda
0:00 Introduction
0:29 What is Planned Giving?
1:26 Tax Benefits
5:10 Tax Benefits of an IRA Charitable Rollover
6:31 Starting a Planned Giving strategy
7:49 Split Benefits
8:31 Assets
11:06 Common gifts
14:01 Death without a will
15:36 Will v. Revocable Trust
17:39 Thank you for watching
Panelists
Host
Kristen Beall Watson
Kern Community Foundation
Kristen Beall Watson is President and CEO of Kern Community Foundation – an organization committed to Growing community. Growing Philanthropy. Originally from Southern California, Kristen proudly calls Kern County her home and has spent more than 30 years developing leadership experience in a unique combination of public and private accounting, education and philanthropy. She holds a bachelor’s degree in Business Administration from California Polytechnic State University, San Luis Obispo, a master’s degree in Education from Point Loma Nazarene University, and a doctorate in Educational Leadership from UCLA.
Stephanie Peters
Daniells Phillips Vaughan & Bock
Stephanie is a tax partner at Daniells Phillips Vaughan & Bock. She holds a Masters in Taxation from Golden Gate University. Stephanie’s experience includes assisting small to mid-size businesses and their owners with income and estate tax planning and compliance work.
Antonio C. Beccari
The Beccari & Werdel Wealth Management Group
Antonio Beccari is a licensed Private Wealth Advisor for Ameriprise Financial where he has been advising clients for over 20 years. He directly manages over $250,000,000 in assets and advises clients in over $1 billion in assets held outside of the company. He specializes in multi-generational planning, investment and estate planning.
Bernard LeBeau
LeBeau-Thelen LLP
Bernard LeBeau is a founding partner of LeBeau-Thelen, LLP. He received his Master of Laws (LL.M) in Taxation from New York University and has been practicing law since 1978. Bernard’s practice involves estate planning including tax and trust administration issues, real estate and other business transactions, and general counsel for a number of local businesses.
