Monday, March 3, 2014 - Brian Wright, Making the Most of Charitable Giving

Every charity you support will gladly accept a check or cash, but there are other tools you can use to better support your favorite non-profits and provide additional benefits to you.  This presentation will introduce you to some planned charitable giving options and the benefits of these tools.  We will also share some illustrations of how these techniques can work for specific assets and some typical situations.

Brian Wright serves as Vice President & Trust Officer for American Bank & Trust.  He is responsible for assisting clients with the planning and administration of investment agencies, philanthropic gifts, personal trusts, estates, conservatorships and guardianships.  Brian has 29 years of experience in financial, charitable and estate planning.  He formerly served as Director of Planned Giving for Simpson College in Indianola, Iowa and as Director of Planned and Major Gifts at Des Moines University.  Brian currently serves on the Board of the Humane Society of Scott County and is President of the Illowa Partnership for Philanthropic Planning.  He is a two time graduate of the University of Iowa with an undergraduate B.A. and a J.D. from the College of Law.