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Planned Giving Primer

Planned Giving Primer

Monday, November 20, 2017 - 1:30pm to 3:00pm EST
CPE Information
CPE Information: 

This program provides CPE credit for Pennsylvania accountants.

Accountants seeking credit must register and dial-in individually. Group registrations are not permitted.

If you have any questions, email us at or call 215.542.7547

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.

Not a current Nonprofit Issues subscriber? Purchase this webinar and receive a three-month introductory subscription for FREE.

Program materials will be forwarded prior to the webinar.

Not able to join us for the live event? The program will be recorded. You can reserve your copy and listen at your convenience. Order before November 20th and we'll give you a discount. I can't join the live event but I'll buy the recording now.

This webinar will be conducted using Zoom video webinar service. You can participate alone or gather people around your computer and ask your questions. In addition to the audio portion, you can also follow along online as we review a PowerPoint presentation.

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.

Regular Price: $89.00
Subscriber Price: $75.65
Subscriber Discount: $13.35

Subscribers must be logged-in to receive this discount.

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