Advanced Charitable Lead Trusts

Wednesday, August 14 2019 12:00 PM - 1:00 PM [EST]

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Participant Fee Partial Approval - $75.00

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Wednesday, August 14 2019 12:00 PM - 1:00 PM [EST]

This coure is designed as a follow-up for those who either took our Planned Giving Boot Camp and are looking to enhance that knowledge in Lead Trusts or step-up an existing program.

We will cover:

  • Lead trusts A-Z
  • Advanced CLT options
  • Expanding your efforts - marketing and closing more CLTs

The “Private Jet” of planned gifts as compared to the life income gifts, with minimum funding amounts of $1 million or more, lead trusts are a completely different and unique planned gift offering.  These trusts offer the largest and most immediate rewards to nonprofits but are also the most difficult to secure.  This session will provide attendees with an in-depth look at this option with a goal of learning how to properly identify opportunities and to steward such gifts properly.

Planned Giving Advisors

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

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Linda Coffee

Planned Gifts Officer, International Rescue Committee


Randy Balogh

Director of Planned Giving, San Jose State University


Shelly Jund

President, CEO, South Dakota Community Foundtion


Tom Watson

Regional Advisor, American Bible Society