Advanced Charitable Lead Trusts December 18th, 2018

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




1. Select Seats

2. Review and Proceed

First Participant Fee Partial Approval -$75.00

Available Tickets - 200 Sales end on -12/18/2018

Additional attendees Partial Approval - $25.00

Available Tickets - 45 Sales end on -12/18/2018

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

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Event Information

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

About the Event

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.

About the Organizer

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

CONTACT ORGANIZER View other events