October 27, 2016
Fundamentals of Planned Giving Part 2
Speaker: Craig Wruck
Summary: Yes the ever popular Craig Wruck will be bringing his "Planned Giving in A Nutshell" sessions back to us in a 2 part series. Craig will be live in both events this year! All those registered will receive FREE the current edition of his book "Planned Giving in A Nutshell".
Topics:
- Basic Planned Giving Methods: Testamentary Gifts, Probate, Bequests, Life Insurance, Donor Advised Funds, Qualified Retirement Plans
- Advanced Planned Giving Methods: Life Income Gifts, Charitable Gift Annuities, State Regulation, Charitable Remainder Trusts, Retained Life Estates
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Location:
KVIE Community Room 2030 W. El Camino Ave Sacramento, CA 95833 Time: 9:00AM-1:30PM Lunch and snacks during breaks will be provided |