Advanced CGAs

Wednesday, Aug 7, 2019 at 12:00 PM to 1:00 PM EST

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2. Review and Proceed

Wednesday, Aug 7, 2019 at 12:00 PM to 1:00 PM EST

This course is designed as a follow-up for those who either took our Planned Giving Boot Camp or already have some experience with CGAs and are looking to enhance that knowledge or step-up an existing program.

We will cover:

  • Administration issues
  • Advanced CGA options
  • Expanding your efforts - marketing and closing more CGAs

Planned Giving Advisors

https://plannedgivingadvisors.com/

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

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