Advanced CGAs

Tuesday, May 26 2020, 12:00 PM - 1:00 PM [EST]

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Participant fee PARTIAL APPROVAL - $75.00

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Tuesday, May 26 2020, 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 the Organizer

SH

Sara Haugen