Title: Planned Gift Case Studies: Analyzing Problems, Spotting Opportunities

Presenters: CGP's case study discussion group

Date: December 13, 2022

Time: 1:00 to 2:00 p.m. EST

Members of CGP’s case study discussion group share stories of real donors and the real obstacles that stand between them and the gifts they’d like to make. Family conflict, problem assets, policy glitches and tax law changes--what could possibly go wrong? And how can you fix it? In this webinar, we’ll analyze two especially challenging cases, identifying issues and opportunities with expert advisors and the planners who lived to tell the tale. You’ll learn how the stories ended and add these donors to your own experience bank so you can be prepared to analyze problems and spot opportunities when your own challenging case presents itself.

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.


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Date of Event: 
Tuesday, December 13, 2022 - 13:00