This course is designed as a follow-up for those looking to enhance their knowledge of Lead Trusts and be able to start bringing them into the conversation at appropriate times.
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.