Renaissance News
Volume 7-6
June 7, 2007

Don't Miss This Opportunity to Expand Your Business!

Our two-day training school is designed to equip you with the information necessary to market, design, and sell tax advantaged planning solutions. Whether you actively advise your clients on the uses of CRTs, CLTs, Donor-Advised Funds, and other charitable planning tools, or if you are looking to implement them in your practice; the Renaissance Training Program is for you.

Here is what others are saying about the Renaissance Training Program:

"The program was great, and exceeded my expectations. I enjoyed and learned from every presentation. All presenters were very knowledgeable and engaging. A wonderful program."
 - Rex Ritchie, JD, CLU, ChFC; Director Advanced Markets & Qualified Plans, Woodbury Financial Services

"The Practice Development Forum provides an excellent foundation for integrating charitable planning into an advisor's practice. Kevin McGrath and Ted Batson provided a very thorough overview of charitable planning techniques while demonstrating practical application of those techniques through the use of case studies. The Forum also provides a look into the administrative aspects of maintaining charitable trusts, donor-advised funds, and foundations. I would recommend the Practice Development Forum to any professional that currently engages in or plans to incorporate charitable planning into their practices."
 - Gavin Morrissey, JD; Advanced Planning Consultant, Commonwealth Financial Network

PRACTICE DEVELOPMENT FORUM DETAILS

Our upcoming school will be held at Bally's Hotel & Casino in Las Vegas, NV on September 25-26, 2007. The cost for the 2-day school is $795.

More Information:
- Sample Agenda
- Registration Form
- E-Mail Vicki Reed

Special Fee Discount:

We are currently offering a 10% lifetime CRT administration fee discount for all CRTs who name the Renaissance Charitable Gift Fund as at least a 50% irrevocable beneficiary. Call Renaissance today at 800.843.0050 to learn how you can take advantage of this special offer.

Is Mortgaged Real Estate Really a Dead End for CRTs?
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It is true that mortgaged real estate and CRTs mix about as well as oil and water. However, there are several creative planning options available to your clients which can send the mortgage monster packing. These options range from simply paying off the mortgage with liquid assets to a more complicated option of dividing the real estate with a co-tenancy agreement and contributing the unencumbered fractional interest.

Click here to see an example of how your clients may be able to solve their mortgaged property problems. Please contact us to discuss available options before dismissing what may be a great CRT opportunity.

CHARITY PROFILE:
Memorial Sloan-Kettering Cancer Center

Memorial Sloan-Kettering Cancer Center (MSKCC) is the world's oldest and largest private institution dedicated to prevention, patient care, research, and education in cancer. From its earliest days, MSKCC has devoted unparalleled energy and resources to the effort to control cancer in all its forms. One of MSKCC’s great strengths is the seamless integration of basic and clinical research, which ensures that discoveries in the laboratory are rapidly transferred to patients. MSKCC is proud of the progress it has made in the fight against cancer, as well of its extraordinary institution and staff of more than 9,000 employees. Their dedication, teamwork, and talent make a difference in the lives of our patients today and those we will see in the future.

"Only great souls know the grandeur there is in charity." -Jacques Benigne Bossuet