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The only charitable planned giving advisor in the United States to be invited by President Ronald Reagan and the American Bar Association to share planned giving concepts with senior attorneys of American law firms. Washington, 1983.
Designated by the White House Imitative Program to present the concept of charitable estate planning concepts at Oxford University. The result enabled international charities to attract gifts through their European advertising campaigns. Example: Refugee Aid Program. Oxford, United Kingdom, 1990.
Resource person for the United States Senate: Provided supporting data to verify that commercial type annuities in Section # 501 (m) does not include charitable gift annuity contracts meeting the tests of Section # 514 © (5) in July, 1987. Result: The Technical Corrections Act now reflects that the charitable gift annuity is different from a commercial annuity contract.
Resource person for the State of New York: Provided supporting information concerning the reinsurance issues of Charitable Immediate and Deferred Gift Annuities. As a result, charities were provided with a definitive statement concerning New York State Insurance Law, Section # 3205. The Internal Revenue Service acknowledge that if the question of insurable interest formally was resolved under New York law, the adverse consequences cited in a proposed ruling would be avoided. Result: The New York Legislature amended New York State Insurance Law – Chapter 334 of the laws of 1991, Section # 3205 (b) (1).
Co-created, produced and participated in the first National Video Teleconference sharing ideas on philanthropy and charitable estate planning aired in 132 cities, 1984.
Guest on the Christian Broadcasting Network (CBN), “The 700 Club,” hosted by Dr. Pat Robertson discussing Reinsured Immediate and Deferred Charitable Gift Annuities. Virginia Beach, 1994.
Selected by the Most Reverend Christopher R. Fitzgerald, I.C., United States Provincial, Institute of Charity, as one of five American advisors to tour Kenya and Tanzania to assess the needs of the poor for a comprehensive personal humanitarian report presented at the Vatican. Rome, 2000.
Participating lecturer at more than one hundred religious, educational, medical and humanitarian conferences, most notably, the Council for Advancement and Support of Education, the World and National Council of Churches in Geneva and New York, the National and International Societies of Fund Raising Executives and the American Bar Association meetings in various cities.
Concepts pioneered over the past fifty-three years shared at various charitable planned giving meetings. Examples:
• Speaker at the prestigious Conference on Charitable Gift Annuities. Subject: Creative uses of charitable immediate and deferred gift annuities. Denver.
• Governor’s Fund Raising Day in Michigan; Detroit.
• National Health Lawyers Association Eight Annual Institue; Cincinnati.
• United Methodist Planned Giving Group of New England; Boston.
• Jewish National Fund Day of Philanthropy, hosted by the Honorable Mayor Abe Beame; New York.
• The Irish American Cultural Institute, hosted by Her Highness, Princess Grace of Monaco; St. Paul.
• His Eminence, Cardinal Paul Josef Cordes, President of the Pontifical Council authorized me to prepare a Vatican Business Plan for Planned Giving. This unprecedented collaboration with American donors was approved and implemented by “COR UNUM” and the Vatican law firm, Sciume and Associates.
Resource person for the Internal Revenue Service: Provided supporting documentation that a legal reserve life insurance company could assume a charity’s liability for payment of guaranteed lifetime annuity benefit payments under a charitable Immediate Gift Annuity. The Service introduced Rev. Ruling 62-137.
Resource person for the Internal Revenue Service: Provided supporting documentation that a legal reserve life insurance company could assume a charity’s liability for payment of guaranteed lifetime annuity benefit payments under a Charitable Deferred Gift Annuity for one life or under a survivorship option for a second annuitant. The Service introduced Rev. Ruling 72-438.
Authored Prentice-Hall articles concerning innovative charitable planned giving concepts as published by Simon & Schuster in 1980, 1981, 1984, 1987, 1988, 1990, and 1991.
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