Recorded November 20, 2017
Planned giving sounds complicated, with its CRUTs and CRATs, CLUTs and CLATS, CGAs, PIFs and other vehicles. It can be incredibly complicated, but it needn't be. Keeping it simple may be the best way to start a planned giving program for a charity that hasn't already put one in place.
This webinar will offer a review of the major planned giving instruments so that charitable organizations have a basic understanding of the principal forms of planned giving opportunities for their donors. It will provide the language and the concepts to discuss possible gifts with potential donors, but will return to the ones that make the most sense to emphasize in starting a planned giving program.
The program will be conducted by Nonprofit Issues® editor Don Kramer and trust and estates lawyer Scott Meyer of Montgomery McCracken in Philadelphia, who has more than 30 years of experience in structuring both simple and complicated planned gifts for charitable clients. He is a frequent contributor to Tax Notes magazine with articles on sophisticated giving issues.
The live event will take place on Monday, November 20th. We'll send you the recorded version within a few days after the live event.
Tish Mogan, Standards for Excellence Director, from the Pennsylvania Association of Nonprofit Organizations will serve as program moderator. This program is offered in partnership with PANO.
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