Advanced Charitable Lead Trusts July 2018

Wednesday, Jul 25, 2018 at 12:00 PM to 1:00 PM EST

Register Now
Days
Hours
Minutes
Seconds

Registration

Sale ended

First Participant Fee Partial Approval - $75.00

sales ended

Additional attendees Partial Approval - $25.00

Additional attendees will receive log-in info and can view the session at their own location.

Enter your discount code

  • Subtotal (excluding fees and discounts)
  • Fee
  • Total amount

1. Select Seats

2. Review and Proceed

Wednesday, Jul 25, 2018 at 12:00 PM to 1:00 PM EST

This coure is designed as a follow-up for those who either took our Planned Giving Boot Camp and are looking to enhance that knowledge in Lead Trusts or step-up an existing program.

We will cover:

  • Lead trusts A-Z
  • Advanced CLT options
  • Expanding your efforts - marketing and closing more CLTs

The “Private Jet” of planned gifts as compared to the life income gifts, with minimum funding amounts of $1 million or more, lead trusts are a completely different and unique planned gift offering.  These trusts offer the largest and most immediate rewards to nonprofits but are also the most difficult to secure.  This session will provide attendees with an in-depth look at this option with a goal of learning how to properly identify opportunities and to steward such gifts properly.

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

Contact the Organizer View other events

Comments