Planned Giving Primer (Webinar)

Nov 20, 2017 01:30pm -
Nov 20, 2017 03:00pm
(GMT-5)

Event Details

Event Description

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.

Cost:
$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!

 

Event Type:Standards
Early registration ends on Oct 18, 2017.
Regular registration starts on Oct 19, 2017 and ends on Nov 20, 2017.
Late registration starts on Nov 21, 2017.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Webinar
Member Fee: $40.00$40.00$40.00
Non-Member Fee: $80.00$80.00$80.00