SoCalCGP Educational Session in Santa Barbara: Unlocking Options and Opportunities in Planned Giving

This presentation introduces two practical mnemonic devices designed to simplify complex giving vehicles. One device can be used by attendees to improve their understanding of these complex gifts, while the other allows the attendee to synthesize relevant information gleaned from clients and donors in order to steer them to the right gift for them and the charity, as well as finding the resources to aid in this process – your colleagues at SoCalCGP! The presentation will also introduce the basics of gift annuities and charitable remainder trusts (CRTs).