This session will feature advanced-level planned gift techniques. While one may hear a lot about charitable lead trusts (CLTs), gift officers will facilitate few, if any, CLTs during their career. However, Leaving a Legacy, published by the Giving USA Foundation in 2019, found that current charitable trusts were the largest planned gifts reported by study participants.
Learn the application to donor situations of this complex trust as well as other less common planned gifts, including retained life estate and business interests.
This is the second in a series of three webinars that make up a new planned giving course presented by AHP and the Heaton Smith Group. Register for this webinar below or the full series here. Each session qualifies for 1.0 CFRE points.