Advanced Charitable Lead Trusts December 18th, 2018

Tuesday, December 18 2018, 12:00 PM - 1:00 PM [EST]

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REGISTRATION

First Participant Fee PARTIAL APPROVAL - $75.00

Registration closes on 12/18/2018

Additional attendees PARTIAL APPROVAL - $25.00

Registration closes on 12/18/2018

Additional attendees will receive log-in info and can view the session at their own location.

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Tuesday, December 18 2018, 12:00 PM - 1:00 PM [EST]

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.

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

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