Advanced CGAs

Wednesday, August 07 2019, 12:00 PM - 1:00 PM [EST]

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Participant Fee PARTIAL APPROVAL - $75.00

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Wednesday, August 07 2019, 12:00 PM - 1:00 PM [EST]

This course is designed as a follow-up for those who either took our Planned Giving Boot Camp or already have some experience with CGAs and are looking to enhance that knowledge or step-up an existing program.

We will cover:

  • Administration issues
  • Advanced CGA options
  • Expanding your efforts - marketing and closing more CGAs

Planned Giving Advisors

https://plannedgivingadvisors.com/

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

CONTACT ORGANIZER View other events

GS

Garvie Schmidt

Planned Giving Advisor, MB Foundation

SJ

Shelly Jund

President, CEO, South Dakota Community Foundtion