Show Me the Money: Financial Terms for Fundraisers

What’s a QCD? What’s an RMD? And how do they relate to a CGA? What is cost basis all about? And what about S-CRUTs and F-CRUTs, and all the other “flavors” of charitable remainder unitrusts? So many questions, so much confusion! In planned giving, we use a lot of acronyms, abbreviations, and other terms, with the assumption that everyone knows what we’re talking about. This webinar will go through an extensive list of the everyday terms bandied about in planned giving conversations – definitions of the terms and how they are relevant. The session should be helpful to anyone involved in planned giving conversations.