Winton Smith | Planned Giving

Winton Smith, J.D.

Winton Smith, Planned GivingPlanned Giving
winton@wintonsmith.com

Winton Smith, J.D. is a charitable gift planner whose clients include both philanthropists and charitable organizations. He helps charitable organizations build and conduct planned giving programs that encourage donors to learn how they can make both the smartest gift and also give more to their charitable interests than they ever dreamed possible.

Mr. Smith is a practicing attorney who specializes in estate tax strategies and tax planning, financial development and planned giving for charitable organizations. His background includes 25 years of practical experience in structuring and marketing major gifts. He represents both individual philanthropists and charitable institutions, keeping them informed of the latest tax law changes affecting charitable gifts.

Mr. Smith’s ability to present the many complex subjects involved in charitable giving in an easy-to-understand manner sets him apart from other lecturers. He conducts the Council for the Advancement and Support of Education (CASE) Planned Giving Institute in various cities across the country and is the only CASE presenter to consistently receive top ratings for his delivery of the course Introduction to Planned Giving.

Winton Mr. Smith has been a frequent speaker at programs sponsored by the National Council on Planned Giving (NCPG), the National Society of Fund Raising Executives (NSFRE) and the Association for Healthcare Philanthropy (AHP). He regularly presents charitable tax strategy seminars and workshops for bar associations, estate planning councils, colleges, universities, law schools and hospitals as well as natural resource and conservation, religious, social welfare and other charitable organizations. Mr. Smith’s programs on charitable gift planning have been approved for continuing education credit by State Bar Associations and State Accountancy Boards.

www.wintonsmith.com

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