Planned Giving Essentials (Webinar)
Although some planned gifts can be quite involved, not every gift officer needs to be a master technician. The confidence to have conversations with donors can come from a basic understanding of foundational pieces for planned giving – bequests, beneficiary designations, gift annuities – along with some general tax concepts.
Presenter: Edith Matulka, PG Calc
Fee Sponsor: Christopher L. Kelly
Location Sponsor: Walsh College