Presented by Steve Goebel, CFRE, Senior Planned Giving Officer, Genesis Health Services Foundation
You've heard of alphabet soup, right? Do you ever feel like you're staring at planned giving soup with all the different giving vehicles? CRT, DAF, CLT, CGA, CRAT...What does it all mean?
We have a responsibility to understand the types of vehicles available for donors, even if we aren't the planned giving officer at our institution. Join us for this luncheon to learn about what these things mean so you can better serve your donors!
FREE for members, $10 for non-members
This is a brown bag lunch. We don’t provide lunch but you are welcome to bring your own!