What’s Left on the Table When You Don’t Accept Complex Gifts?

$20.00$30.00

December 7, 2021
11:30am – 1:00pm

REMO Webinar
Cost: $20/$25/$30

Clear

Description

When organizations are not prepared to accept complex gifts, they miss out on fundraising opportunities. High net worth donors often have multi layered financial structures putting them in a position to use more advanced strategies to facilitate their philanthropy. When organizations are well prepared to accept more complex gifts they provide an additional and advantageous way for donors to give.

Attendees will come away from the webinar with a deeper knowledge and clear resources related to four key complex gifting strategies, gifts of stock, establishing and building an endowment, variable pooled-income trusts, and charitable gift annuities.

Our Speakers

Dr Thomas Dieters

Dr. Thomas Dieters
President of Thomas Mitchell & Associates & Board President of Charitable Gifts America

Becky MacDonald

Becky MacDonald
Co-Founder and Chief Compliance Officer for Endowment Partners, LLC

Diane Booth

Diane Booth
Co-Founder and Chief Financial Officer for Endowment Partners, LLC

Sponsored by

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Event Details

Login information for this webinar will be sent via email to all registered participants. Please add the event to your calendar in the meantime.

Date: December 07, 2021

Start time: 11:30 a.m. PST

End time: 01:00 p.m. PST

Venue: Online Webinar