8 Cool Ways Your Donors Can Give With CRTs

Gregory Baker
 
Over the past decade, fewer charitable remainder trusts (CRTs) were created due to lower income and capital gain tax rates and the slower economy. As a result, gift planners and major gift officers need to remember (or learn for the first time) how to identify ways to use CRTs and how to talk about CRTs with their donors. Higher tax rates and increased market values are two key factors that will influence donors to create many, many CRTs in the next few years. This session will use the case study method to list 8 donor fact patterns and then describe how using a CRT helped solve the donor's financial roadblock to making that significant charitable gift. If any of your donors own businesses, hold a stock portfolio, have a retirement plan, invest in real estate or might get divorced, then you will learn something useful at this session.
 
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
 
Conference Year: 
NCPP 2016
$30.00
Purchase Type: 
Individual
Recent News & Events
CGP Webinar: Emotional Intelligence for Gift Planners: Increase Your Job Satisfaction, Success and Productivity
Dec 12, 2018
To be most successful in your work as a charitable planner, you need more than technical know-how. You also need to b...
More
Save the Date - CGP Conference New Orleans
Oct 04, 2019
CGP Conference is a unique meeting place for all of the professionals working in charitable gift planning. In your wo...
More
Impact Investing: Gift or Deal?
Sep 19, 2018
“Doing good” is changing. How will you respond when prospective donors raise these objections? If nonprofits could fi...
More
Five key ingredients to getting a planned giving program off the ground
Aug 08, 2018
Let’s say you’re a major and planned gifts officer in a small development shop, and you do it all—marketing, prospecting...
More
Related Resources
8 Cool Ways Your Donors Can Give With CRTs
This session from NCPP 2016 used a case study method to list 8 donor fact patterns and then described how using a CRT...
View
Storytelling for Gift Planning Success Your Roadmap for Collecting Great Stories
Stories have been with us since the beginning of time. We believe that we’re all “wired” for stories; when we hear a...
View