REGISTRATION CLOSED: June 2, 2021 – Simpler Gift Plans All Charities Can Understand and Successfully Promote

This session will provide a “Cliff Notes” version of the most likely planned gift options that all charities can understand and promote with most of their prospects.  This list can be used by staff, Board and volunteers to actively encourage prospects to consider how to best use assets that either now or in future will be a problem to dispose of or distribute, within an oftentimes highly advantageous charitable plan.  Beneficiary designations of a part or one or more qualified retirement plans will be featured, as will be other lifetime options both revocable and irrevocable.