Advanced CRTs

Tuesday, August 06 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, August 06 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

https://plannedgivingadvisors.com/

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

Contact the Organizer View other events

GS

Garvie Schmidt

Planned Giving Advisor, MB Foundation

SJ

Shelly Jund

President, CEO, South Dakota Community Foundtion