Donor Event

How Life Insurance Can Be the Ultimate Leverage Tool for Gifting

Where

San Antonio Area Foundation

When

Thursday, February 15, 2018

Time

11:30 AM - 1:30 PM

Overview

This workshop will be an important resource to donors and charitable organizations alike. It will discuss how life insurance, if done appropriately, can be a valuable tool rather than merely an expense.

Description

Topics to be covered include: 

  • How donors can accomplish charitable goals without "disinheriting" loved ones.
  • How donors can implement new uses for "old" policies.
  • Strategies for existing life insurance policies that can benefit charities and provide potential tax benefits for the donor.
  • Strategies using life insurance that can help charities with current cash needs
  • How charities can analyze insurance contracts gifted by a donor so they don't lapse.
  • How to create a significant legacy at a relatively low cost
    • The 60 year-old who can become a $1,000,000 donor with a $13,000 annual payment.
    • The 60 year-old who became an $11,000,000 donor with a $1,000,000 gift of appreciated property. 

Lunch will be provided.

Register

Meet the Speakers

Carol Kinnally

Carol is a licensed insurance agent with Lincoln Financial Group, a U.S. Fortune 200 company and RDK Advisors, a nationally recognized firm based in San Antonio, TX. She focuses on insurance solutions that encompass charitable giving, family income, supplemental retirement planning, business buy-sell and key-person strategies.   

Carol is a graduate of the University of Texas at San Antonio with a Bachelor’s of Science degree.  She has a broad background in the field of insurance having previously served nine years in both property and health insurance positions.  She also has six years of experience with a large non-profit organization. Carol is currently an officer in the United States Army Reserves and has proudly served her country for 26 years.  She is very active in the community.  She currently serves as PTC President of St. Anthony Catholic Elementary School and as such serves on the school’s Board of Trustees. Carol coaches four teams in soccer and baseball.

Robert D. Kinnally, Jr., CLU 

Robert is the President and General Agent of RDK Advisors, LLC. Robert is in his seventeenth year in the insurance business. Robert is a multi-time qualifier of the life insurance industry’s Million Dollar Round Table including Court of the Table. Robert stepped into field management with Lincoln National Life Insurance Company in 2010 and became an Agency Building General Agent in April of 2012. As a life agency field manager with Lincoln, Robert is a Pinnacle Premier Partner and has been awarded the “Award of Excellence” for Overall Field Management Leadership in 2012 & 2014.  For both the 2015 & 2016 calendar year Robert’s RDK Advisors agency was awarded the LFN President’s Trophy. 

Robert’s roots are in San Antonio where he was born and raised.  He graduated magna cum laude from the University of Texas in San Antonio in 1994 & completed his Master’s Degree there in 1996.  He holds the Chartered Life Underwriter (CLU) designation & is a past-President of NAIFA- San Antonio. 

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San Antonio, TX 78215

The San Antonio Area Foundation helps donors achieve their charitable goals for the greater benefit of the community.

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