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Philip T. Temple - Speaking Engagements
  

Description

Organization

Date

Various topics
11th Annual Summer Conference on Planned Giving for Middlebury College in Middlebury, Vermont.
 July 11th through July 13th, 2006
"Planned Giving Update"
Committee on Non-Profit Organizations of the Association of the Bar of the City of New York, New York City
 June 19, 2006
"Creative Uses of Split-Interest Charitable Trusts in Estate and Financial Planning". For lecture materials, click on Seminar Outline.
Not For Profit Industry Conference of the American Institute of Certified Public Accountants (AICPA
 June, 15, 2006
“Sophisticated Planning With Charitable Lead Trusts: A Potent Estate Planning Tool.” For lecture materials, click on Seminar Outline.
UJA Federation of NY’s 16th Annual Westchester Estate, Tax and Financial Planning Conference
May 25, 2006
"Charitable Fund Raising and Solicitations in the Post 9/11 World". For lecture materials, click on Seminar Outline.
Committee on Non-Profit Organizations of the Association of the Bar of the City of New York, New York City
 September 23, 2005
"The Charitable Lead Trust". For lecture materials, click on Seminar Outline.
UJA Federation of NY’s 36th Annual New York Estate, Tax and Financial Planning Conference, New York City
September 15, 2005
Various topics
11th Annual Summer Conference on Planned Giving for Middlebury College in Middlebury, Vermont.
 July 12th through July 14th, 2005
Charitable Gift Planning issues. For lecture materials, click on Seminar Outline. Jewish Community Board of Akron, Akron, Ohio June 2, 2005
"Advising Your Philanthropic Client: The Charitable Lead Trust” UJA Federation of NY’s 15th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, New York May 26, 2005
"Charitable Tax and Legal Strategies for Professional Advisors". For lecture materials, click on Seminar Outline.
American Red Cross, Cincinnati Area Chapter
 May 24, 2005
"Demystifying Gifts of Tangible Personal Property"
Planned Giving Group of Greater New York, New York City
 May 4, 2005
"Overcoming Your Organization’s Objections to Planned Giving"
Association of Development Officers – Westchester Chapter
 April 8, 2005
"Doing Well by Doing Good (Using Charitable Gifts in your Estate Planning)". For lecture materials, click on Seminar Outline.
The New York Botanical Garden in Bronx, New York
 March 24, 2005
"Demystifying Gifts of Tangible Personal Property"
Virtual Learning Center, for the Financial Planning Association
 February 23, 2005
"Creative Uses of Split Interest Charitable Trusts in Estate and Financial Planning (At Least for Right Now)". For lecture materials, click on Seminar Outline.
The Bank of New York, White Plains, New York
 February 10, 2005
"Creative Uses of Split-Interest Charitable Trusts". For lecture materials, click on Seminar Outline. United Jewish Communities, New York City December 8, 2004
"Charitable Gifts of Tangible Personal Property"
Estate Planning Council of New York City
 October 21, 2004
"Demystifying Gifts of Tangible Personal Property"
Council on Foundations at its Conference for Community Foundations
October 11, 2004
"Increased Endowment and Enhanced Quality of Care: Making the Case for Gifts of Tangible Personal Property"
Association for Health Care Philanthropy
 September 22, 2004
"Sophisticated Philanthropy, Charitable Gifts of Hard to Sell Assets Including Collectibles and Real Estate".  For lecture materials, click on Seminar Outline.
UJA Federation of NY’s 35th Annual New York Estate, Tax and Financial Planning Conference
September 14, 2004
"Charitable Gift Planning - - What To Look Out For".  For lecture materials, click on Seminar Outline. American Heart Association, White Plains, New York September 9, 2004
Various topics 10th Annual Summer Conference on Planned Giving for Middlebury College in Middlebury, Vermont. July 13th through July 15th, 2004
"Charitable Gifts of Unusual Assets.” For lecture materials, click on Seminar Outline. UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference
May 19, 2004
"Gifts of Tangible Personal Property" Planned Giving Group of Connecticut, Wallingford, Connecticut
May 13, 2004
"Charitable Giving and Estate Tax Strategy" St. Luke's Health Foundation and Albertson College, Boise, Idaho
May 6, 2004
"Ethical Issues in Planned Giving" Planned Giving Council of New Jersey's Ninth Annual Gift Planning Conference.
April 22, 2004
"Charitable Remainder Trusts" American Institute for Philanthropic Studies, Long Beach, California
March 17th and March 18th, 2004
"Planned Giving 007: Bonds – Just Bonds". For lecture materials, click on Seminar Outline. Planned Giving Group of Greater New York, New York City
November 12, 2003
"Charitable Gifts of Unique Assets; Private Foundations, Supporting Organizations and Donor Advised Funds". For lecture materials, click on Seminar Outline 1 and Seminar Outline 2. Jewish Community Foundation of Southern Arizona, Tucson, Arizona
November 6, 2003
"Planned Giving 007: Bonds – Just Bonds". For lecture materials, click on Seminar Outline
National Conference on Planned Giving, Cincinnati, Ohio.
October 20, 2003
"Charitable Gift Planning". For lecture materials, click on Seminar Outline.
Practising Law Institute, 34th Annual Estate Planning Institute, New York City
September 18, 2003
"Sophisticated Philanthropy, Charitable Gifts of Hard to Sell Assets including Collectibles and Real Estate".  For lecture materials, click on Seminar Outline
UJA-Federation of NY's 34th Annual New York Estate, Tax and Financial Planning Conference, New York City
September 10, 2003
Conference on planned giving matters for Middlebury College and its peer group of schools. Middlebury College, Middlebury, Vermont
July 15th through July 17, 2003
"Charitable Gift Planning Strategies".  For lecture materials, click on Seminar Outline
UJA-Federation of NY's 13th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, New York.
May 22, 2003
"Charitable Gifts of Unusual Assets". For lecture materials, click on Seminar Outline.

National Association of Philanthropic Planners, Rosemont, Illinois
May 2, 2003
Co-Presentation with Lisa Newfield on “The Gift and Estate Tax Implications of Planned Gifts”
For lecture materials, click on Seminar Outline.
Planned Giving Group of Greater New York, New York City
April 16, 2003
Two day class to development and planned giving officers on "Charitable Remainder Trusts"

American Institute for Philanthropic Studies, Long Beach, California

March 20th and March 21, 2003
Co-Presentation with Lisa Newfield on numerous topics, including recent developments in charitable gift planning and an update on tax laws
For lecture materials, click on Seminar Outline.
Orchard Foundation, Orlando, Florida
February 19, 2003
“The Creative Use of Charitable Gifts in Estate and Financial Planning”.  For lecture materials, click on Seminar Outline.
United Way of Westchester and Putnam and The Bank Of New York
November 14, 2002
Co-Presentation with Lisa Newfield on the Gift and Estate Tax Implications of Planned Gifts
15th National Conference on Planned Giving, Nashville, Tennessee
October 4, 2002
Charitable Gift Planning with Split-Interest Charitable Trusts
For lecture materials, click on Seminar Outline
Practising Law Institute, New York City – 33rd Annual Estate Planning Institute
September 23, 2002
Family Private Foundations and Their Alternatives
UJA-Federation of NY's 33rd Annual New York Estate, Tax and Financial Planning Conference
September 18, 2002
Gifts of Unique and Sometimes Difficult Assets to Charitable Remainder Trusts
For lecture materials, click on Seminar Outline.
Northern California Planned Giving Council and others 10th Annual Planned Giving Conference, San Francisco, California
June 20, 2002
CLE Program on Trust Planning and Taxation, Presentation on Trusts for Charity
New York State Bar Association, New York City
June 4, 2002
CLE Program on Trust Planning and Taxation, Presentation on Trusts for Charity
For lecture materials, click on Seminar Outline
New York State Bar Association, Tarrytown, New York
May 31, 2002
A Smorgasbord of Charitable Planned Giving Strategies
For lecture materials, click on Seminar Outline
UJA-Federation of NY12th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, New York
May 23, 2002
Funding Charitable Remainder Trusts with Real Estate
For lecture materials, click on Seminar Outline
Tax Section of Westchester County Bar Association, White Plains, New York
May 7, 2002
Seminar on Planning for Retirement, Elder Law and Charitable Giving Under the Changes in Tax Act 2001
UJA-Federation of NY, New York City
May 2, 2002
Two Day Class to Development and Planned Giving Officers on Charitable Remainder Trusts
American Institute for Philanthropic Studies, Long Beach, California
March 14 & 15, 2002
Creative Charitable Planned Giving Techniques
The Bank of New York and United Way of Westchester and Putnam, Inc., White Plains, New York
March 7, 2002
The New Tax Laws - - Their Impact on Your Estate
Israel Humanitarian Foundation, New York City
December 13, 2001
Charitable Giving for the Non-Development Professional - -Program on New York Public Charities
Lorman Educational Services
Garden City, New York
December 12, 2001
Charitable Giving for the Non-Development Professional - -Program on New York Public Charities
Lorman Educational Services
White Plains, New York
December 6, 2001
When the Simple Isn't Enough: Stategic Uses of Charitable Gift Planning in a New Tax Environment
UJA-Federation of NY
New York City
November 12, 2001
Family Private Foundations, Supporting Organizations and Donor Advised Funds
New York University, 60th Institute on Federal Taxation - - Personal & Family, New York City
October 25, 2001
Planned Gifts of Unusual Assets
Planned Giving Group of Greater New York, New York City
October 17, 2001
Charitable Planning With Qualified Planned Assets
UJA-Federation of NY –Professional Study Group
October 17, 2001
The Truth About Planned Giving, A Creative Way to Serve Your Donor's Needs
Westchester Association of Development Officers, White Plains, New York
October 10, 2001
Charitable Gift Planning
Practising Law Institute, New York City
September 10, 2001
Creative Charitable Giving With or Without the Estate Tax
Jewish Federation of Greater Philadelphia, Philadelphia, Pennsylvania
September 5, 2001
Forming and Advising Family Foundations
Foundation for Accounting Education 2001 Estate Planning Conference
July 25, 2001
Changing Tax Laws – How Can You Protect Your Estate?
Israel Humanitarian Foundation, New York City
May 17, 2001
Use of the Private Family Foundation
Westchester Chapter, New York State Society of Certified Public Accountants, White Plains, NY
May 11, 2001
Charitable Gift Annuities or Commercial Annuities - - That Is The Question
UJA-Federation of NY , New York City
May 9, 2001
Gifts of Retirement Assets and Legislative Update and Charitable Planning With Stock Options
United Jewish Communities, Endowment Directors Institute, Memphis, TN – two sessions
May 1, 2001
Creative Uses of Split-Interest Charitable Trusts in Estate and Financial Planning
College Misericordia, Dallas, PA
April 30, 2001
The New Bush Administration: A Review of the Proposed Estate and Gift Tax Law Changes
Metropolitan Jewish Geriatric Foundation, NYC
April 19, 2001
Creative Estate Planning in a Sea of Change
Arthritis Foundation, Honolulu and other venues – Three Donor Programs on Creative Giving Strategies
March 26-28, 2001
What's Happening To (and in) Charity?
Planned Giving Group of Connecticut, Wallingford, Connecticut
March 8, 2001
New Developments and Opportunities in Charitable Giving
Practising Law Institute – New York City - Valuation, Taxation and Planning Techniques for Sophisticated Estates
February 22, 2001
A Potpouri of Planned Giving Matters 
Orchard Foundation – Orlando, Florida - Stewardship Conference
February 8, 2001
A Potpouri of Planned Giving Matters
Arthritis Foundation, Atlanta, Georgia – Planned Giving Department Meeting
February 7, 2001
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