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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Event Information

Tuesday, August 06 2019, 12:00 PM - 1:00 PM [EST]

About the Event

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

About the Organizer

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

CONTACT ORGANIZER View other events

Garvie Schmidt

Planned Giving Advisor
MB Foundation


Shelly Jund

President, CEO
South Dakota Community Foundtion