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Charitable Trusts: Beyond Alphabet Soup

April 29, 2021 @ 11:00 am - 12:00 pm CDT

Free

When it comes to charitable trusts, there are so many acronyms it can seem like a very confusing bowl of alphabet soup! From charitable remainder unitrusts (CRUTs) to charitable remainder annuity trusts (CRATs) and charitable lead annuity trusts (CLATs) to charity lead unitrusts (CLUTs), we’ll give you an overview so you understand the differences between these powerful tools and can have educated conversations with your donors.

Speakers

Jennifer Nohelty – Founder, CEO, & Senior Gift Planning Counselor
Jennifer is a graduate of the Metropolitan State College of Denver’s Personal Financial Program where she received her Certificate in Personal Financial Planning. She is in her third decade of advising nonprofits and donors in maximizing their legacy potential. Her designations and certifications include: CFRE, CDE, CGPP, RFC, CSFP

 

Tamara Fanjoy – Gift Planning Counselor
Tamara has spent much of her career providing leadership and service in a variety of industries. Since joining the team at GPS, Tamara has established partnerships with churches and other nonprofits as they’ve launched Legacy Gift Planning Programs for their supporters. Through her role, she has helped many donors leave generous gifts to their favorite charities, creating a meaningful legacy that will impact the future of many communities

Details

Date:
April 29, 2021
Time:
11:00 am - 12:00 pm CDT
Cost:
Free
Event Category:
Website:
https://us02web.zoom.us/webinar/register/WN_nhPrZ_7sTCOQz8kf_U-JyA

Venue

Online

Organizer

Gift Planning Services, LLC
Phone:
715.838.0368
Email:
admin@giftplanningservices.com
Website:
www.giftplanningservices.com