July 25, 2019 – Planned Giving 201: BEYOND THE BASICS

July 25, 2019 @ 10:00 am – 2:00 pm
Meredith College, Belk Dining Hall West
3800 Hillsborough Street
NC 27607
Sue Millager

Planned Giving 201: BEYOND THE BASICS

July 25, 2019

Moderator:  Greg Abeyounis

This program will build on the knowledge of the fundamental tools of gift planning, including having donor conversations, creating proposals and donor recognition and stewardship.  This is perfect for small shop generalists or professionals wanting to understand the basic concepts of gifts beyond cash and publicly traded securities.  The gift types covered include bequest provisions, beneficiary designations, IRA QCD’s, donor advised funds, life insurance, real estate and split interest gifts such as Charitable Gift Annuities and Charitable Remainder Trusts.  Each participant will also be provided a toolkit with examples and sample documents included with the session.

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