Planned giving is one of the easiest and most effective ways of ensuring a portion of the transfer of wealth remains in the communities where it was made and accumulated. You’ll learn some planned giving basics and get access to a multitude of resources and tools to move your planned giving efforts forward. You’ll also hear from our resident planned giving expert (Jim Gustafson), as well as real professional advisors on how they talk to their clients about charitable planned giving.
February 10, 2022
12:00 pm - 1:00 pm