2082 - Planned Giving 101 (Mar 6) TUE 10:00 AM - 11:00 AM
2077419
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Course Description
Instructor: Milich Zecevic
Our session offers actionable planned giving techniques that explain why they are imperative to every estate plan. We cover the issues donors and their advisors face when implementing their strategies. We walk the audience through answering the three fundamental questions when considering any planned gift; “Why,When, and Where am I giving?� The session concludes with discussing real-life situations donors experience in the form of case studies where the audience participates. Course fee: $10
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