Secure Your Largest Planned Gifts: Gifts of Complex Assets

This session will feature advanced-level gift planning 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 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.
When
2/17/2021 2:00 PM - 3:00 PM

Program


Wednesday, 17 February 2021

 
This session will feature advanced-level gift planning 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 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.
Time
2:00 PM - 3:00 PM
2/17/2021 2:00 PM

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