Planned Giving for High Net Wealth Prospects - Recording

Tuesday, Dec 31, 2019 at 12:00 PM to 1:00 PM EST

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2. Review and Proceed

Tuesday, Dec 31, 2019 at 12:00 PM to 1:00 PM EST

A new session devoted entirely to planned giving vehicle discussions with High Net Wealth individuals (assets of $5 million+).  We will go through tax and planning issues facing this level of prospects and offer a handful of new approaches to Planned Giving that should spark their interest in a structured gift.

We will cover:

  • Tax and other planning concerns
  • Non-charitable options available 
  • Charitable remainder and lead trusts rethought for the High Net Wealth prospect!

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

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