Vaughn Henry builds bridges. Bringing donors and non-profit organizations together-to the benefit of both-is his business.

And he dismantles obstacles. His unique expertise is in managing the complex technical details that too often stand in the way of planned giving initiatives.

"Philanthropy and ENLIGHTENED self-interest are not mutually exclusive. The challenge that non-profit organizations face today-particularly as they cultivate wealthier donors-is to demonstrate where and how the two intersect. Often these donors are insulated by a cadre of for-profit advisors. To succeed, non-profit organizations have to learn to speak the gatekeepers' language."

Henry is one of the nation's leading experts in the design and administration of charitable remainder trusts, lead trusts, gift annuities and other tools that integrate charitable giving and sensible financial planning. Holding both insurance and securities licenses, Henry provides clients with a wide range of domestic and offshore financial services. In his highly specialized estate planning practice, he strongly encourages clients to examine their personal financial philosophies and to allow those philosophies to guide them as they take more active control of their social capital.

In addition, Henry's seminars on tax efficient giving strategies have earned him national renown among charitable organizations, donors and financial advisors alike. With distinctive, plainspoken style, he addresses not only the technical-but also the interpersonal complexities that come into play in planned giving. Development officers leave his workshops equipped with a deeper understanding of gifting options, new tools for motivating donors and a framework for educating board members and other colleagues on the most tax efficient giving strategies.

To find out how Vaughn Henry & Associates can help you reach your goals by establishing mutually rewarding alliances with donors, call 1-800-879-2098.

JHAM Radio Considerations in the Design and Administration of Charitable Trusts MP3 File Part I - (January 8, 2008) and MP3 File Part II - (January 15, 2008) with Vaughn W. Henry

Vaughn Henry, of Henry and Associates, and Randy Zipse, VP and Senior Counsel, John Hancock Advanced Markets Group discuss some of the challenging issues associated with Charitable Planning as the discussion revolves around the problems of existing contracts and policies lapsing, to the threat of Investor Owned Life Insurance.  Randy and Vaughn also examine what to consider when using life insurance as part of the charitable plan and the not so common idea of using life insurance as a risk management tool.
42 MB MP3 file - http://jh1.jhlifeinsurance.com/vgn/images/portal/cit_2074342/11692418JHAM_CharitablePlanning_VaughnHenry_June24_08.mp3

Henry & Associates
Gift and Estate Planning Services

Springfield, Illinois
Charitable Gift Planning Home Page