Monday, October 22, 2012

Are You Just Getting Started in Planned Giving?

Or would you like to restart your planned giving program? The Planned Giving Startup Seminar will be held in Camarillo, CA on  January 14-15 and is designed to teach the fundamentals of planned gifts including guidelines for gifts of cash, stock and real property. You will learn the basics of bequests, gift annuities, charitable remainder unitrusts, and how to handle major gifts of appreciated property. This seminar also includes valuable sessions on planned gifts marketing and gift acceptance and administration. To register please visit our website or call our office at 800-858-9154 and ask to speak to Lynne McGuire.

*CE Credits: 12 hours.