Planned Giving Essentials

Event Schedule
Thursday, August 31, 01:00 PM-02:30 PM
Presenter
Description:

Although some planned gifts can be quite involved, not every gift officer needs to be a master technician. The confidence to have conversations with donors can come from a basic understanding of foundational pieces for planned giving – bequests, beneficiary designations, gift annuities – along with some general tax concepts. 

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