Problem Solving with Planned Gifts

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

The various planned gift instruments – charitable remainder trusts, charitable lead trusts, pooled income funds, gift annuities, donor advised funds, etc. – are commonly presented as a means of making a gift.  However, they may have more appeal if they are presented as ways to solve problems. 

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