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
Recent News & Events
Learn More in the New Year
Jan 03, 2018
At CGP, we're committed to improving the art and science of the charitable gift planning process. We equip members with...
More
CGP January Advocacy Update
Jan 17, 2018
Please join CGP for our monthly advocacy updates with our contact in Washington, Perry Wasserman. Our...
More
The New CGP Shop is Here
Dec 15, 2017
Tap into education that will take your career to the next level. Search for conference papers, on-demand webinars, and l...
More
Year in Review: CGP Board Chair
Dec 20, 2017
I am proud to have contributed to the evolution, some might even say revolution, of this association. We have worked tir...
More
Related Resources
The (Baltimore) Raven Says Nevermore: Creative Advanced Gift Annuity Planning
This highly interactive session presents three case studies.  First, a donor is trying to understand the differe...
View
Grandparents are on Facebook: Social Media's Impact on Planned Giving
Nonprofits have more communication tools to engage with their planned giving donors than ever before. Since Apple's...
View