Simpler Gift Plans All Charities Can Understand and Successfully Promote

Pamela Davidson
 
This session will provide a “Cliff Notes” version of the most likely planned gift options that all charities can understand and promote with most of their prospects.  This list can be used by staff, Board and volunteers to actively encourage prospects to consider how to best use assets that either now or in future will be a problem to dispose of or distribute, within an oftentimes highly advantageous charitable plan.  Beneficiary designations of a part or one or more qualified retirement plans will be featured, as will be other lifetime options both revocable and irrevocable.  

CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
 
Conference Year: 
NCPP 2017
Price: 
$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