Planned Giving Overview – Recording

Planned Giving Overview – Recording

$97.00

In simple, plain English, Meredith Sossman, Esq., CFRE and Viken Mikaelian, founder and CEO of PlannedGiving.com, will present an overview of the most popular planned gifts. An essential webinar for any CEO, CFO or fundraiser who wants to raise more and larger gifts..

Details below.

 

  • Description

In simple, plain English, Meredith Sossman, Esq., CFRE and Viken Mikaelian, founder and CEO of PlannedGiving.com, will present an overview of the most popular planned gifts. An essential webinar for any CEO, CFO or fundraiser who wants to raise more and larger gifts.

We'll cover:

  • Beneficiary designations
  • Overview of life income gifts
  • IRA Rollover explained
  • Upsides and downsides of each gift
  • Donor profiles for specific gifts
  • Incentives under the new tax laws
  • Year-end giving... is it too late?

Discover how easy it is to raise funds through planned giving — you're sitting on acres of diamonds.

Attendees receive free downloads of our gift comparison chart and our Pocket Guide for Board Members.