Tuesday, December 31 2019, 12:00 PM - 1:00 PM [EST]
Feel free to share the session links with others at your org!
A new session devoted entirely to planned giving vehicle discussions with High Net Wealth individuals (assets of $5 million+). We will go through tax and planning issues facing this level of prospects and offer a handful of new approaches to Planned Giving that should spark their interest in a structured gift. We will cover: Tax and other planning concerns Non-charitable options available Charitable remainder and lead trusts rethought for the High Net Wealth prospect!
A new session devoted entirely to planned giving vehicle discussions with High Net Wealth individuals (assets of $5 million+). We will go through tax and planning issues facing this level of prospects and offer a handful of new approaches to Planned Giving that should spark their interest in a structured gift.
We will cover:
https://plannedgivingadvisors.com/
Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.
AVP for Development and Gift Planning, UVM Foundation
Executive Director, ASU Foundation-Estate and Gift Planning
Director, Planned Giving, Human Righs Watch
director of development, Santa Barbara Museum of Natural History
Philanthropy consultant, Philanthropic Fundraising
Vice President, Community Foundation of St. Clair County
Managing Director, Board Relations & Major Gifts, BCRF
Associate Vice President, Planned Giving, Marquette University Advancement
Principal gifts, Natonal Parks Foundatio
President / CEO, Community Foundation of Henderson County
Director of Planned Giving, NYU Langone Health
6787086601, Georgia United Methodist Foundation, Inc.
Planned Giving Director, SJSU
Attorney, Morgan & DiSalvo, P.C.
Director, Planned Giving, Cambridge in America
Executive Directoe, Dallas Seminary Foundation
Director of Gift Planning, Audubon
Please enter below, the secure invite code provided to you by the event organizer in order to proceed...