Advanced CRTs

Tuesday, 6 August 2019 12:00 PM - 1:00 PM EST

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1. Select Seats

2. Review and Proceed



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First Participant Fee Partial Approval - $75.00

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Tuesday, 6 August 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 or already have some experience with CRTs and are looking to enhance that knowledge or step-up an existing program.

We will cover:

  • Administration issues
  • Advanced CRT options
  • Expanding your efforts - marketing and closing more CRTs

Planned Giving Advisors

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

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Garvie Schmidt

Planned Giving Advisor, MB Foundation


Shelly Jund

President, CEO, South Dakota Community Foundtion