Charitable Remainder Trusts and Charitable Gift Annuities

Friday, March 8, 2019

7:30 -9:00am

Kauffman Foundation Conference Center
4801 Rockhill Road    Kansas City, MO 64110


For many donors, charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) are attractive estate planning tools that provide an income stream for the donor and facilitate the donor’s planned giving and tax objectives.  With interest rates continuing to rise, now may be the right time for a donor to utilize one of these techniques.  This presentation will explore the differences between CRTs and CGAs and provide planning tips and strategies.

Speakers: Joseph D. Growney and Courtney M. Conrad of Lathrop Gage

Free for Mid-America CGP members, free for guests that have never attended a meeting before, $25 for others