"Think Like a Financial Planner... How Charitable Gift Planning Can Resolve Financial and Estate Planning Dilemmas"

Thursday, August 6 at 12:00 p.m.

It has become be easier than ever to create a comprehensive charitable gift plan for prospective donors to create their Family Legacy Plan. Software has made number crunching along with financial and estate analysis relatively simple. However, it goes beyond the numbers. The best charitable gift advisor takes the time to know and understand their client families. They take the time to build a relationship that will last for years, not through one planning moment. They ask good questions and listen very carefully. They clarify to understand. They illustrate, guide and refer.  The donor begins to see the gift planner as listener first and therefore takes the on the role of counselor as opposed to the fundraiser looking for money. This presentation through case studies will give you the tools to, ask the right questions, gather the right data, analyze the data to determine; what to give, when to make the gift and the appropriate gift vehicle(s) to meet the donors desired goals and objectives and the creation of the Family Legacy Plan.

$20 for members
$25 for guests

Please click here for more information and registration.