Planned Giving Primer
Monday, November 20 | 1:30 PM – 3:00 PM | Webinar
Presented by: Scott Meyer, Partner, Montgomery McCracken & Don Kramer, Editor and Publisher, Nonprofit Issues
Moderated by: Tish Mogan, Standards for Excellence Director, PANO
Offered in Partnership with: Nonprofit Issues
Planned giving sounds complicated, with its CRUTs and CRATs, CLUTs and CLATS, CGAs, PIFs and other vehicles. It can be incredibly complicated, but it doesn’t need to 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.
CPE & CLE credits are available for this program; to receive credit you must register through Nonprofit Issues.
$40 PANO Members $80 Regular Price
Materials & Login/Call-In Instructions:
Materials (PowerPoint PDF and other handouts), along with, instructions on how to login and call-in, will be emailed to attendees prior to the date of the webinar.
Can’t attend? All webinar registrants will receive the webinar recording!
About Nonprofit Issues
Nonprofit Issues® is a national Web newsletter of "Nonprofit Law You Need To Know." Written for nonprofit officers and directors and their professional advisors, Nonprofit Issues provides clear, concise and comprehensive coverage of real issues that affect nonprofits every day. All PANO members receive a 30% discount for a yearly subscription – learn more!