Planned Giving for High Net Wealth Prospects - Recording

Tuesday, 31 December 2019 12:00 PM - 1:00 PM EST

Register Now
This event is currently not on sale. Please contact the organizer at the email address on the bottom right corner.

Registration

Sale ended

Participant Fee Partial Approval - $35.00

Feel free to share the session links with others at your org!

Enter your discount code

  • Subtotal (excluding fees and discounts)
  • Fee
  • Total amount

1. Select Seats

2. Review and Proceed

Tuesday, 31 December 2019 12:00 PM - 1:00 PM EST

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!

Planned Giving Advisors

https://plannedgivingadvisors.com/

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

Contact the Organizer View other events

Comments