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!