Planned Giving 201-Webinar

In this part 2- presentation attendees will gain a better understanding of planned giving tools and resources including: bequests, charitable IRA rollovers, donor advised funds, charitable gift annuities (CGAs), charitable remainder trusts (CRUTs), and the Secure Act 2.0 legislation regarding charitable giving.  The engaging presentation, from a fundraiser’s perspective, will offer immediate action items to grow your planned giving program using your organization’s current communication strategy. 

We are pleased to offer this webinar free of charge to members. Non-member rate: $35.