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Jan 27 Focus Group

January 27 @ 7:45 am - 9:00 am

Speaker:  Sandy VandenBerge

Topic:  Charitable Giving

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Description

Planned gifts are a great tool for your clients to not only leave a legacy with charitable giving, but also enjoy tax benefits. This focus group will include a review of planned giving options with special attention to charitable remainder trusts (CRT). A CRT is the perfect tool to use to avoid capital gains tax on highly appreciated real estate or stock, and it provides income to the donor for life. Talking to your clients about including charitable giving in their financial and estate planning will also be discussed.

About our Speaker:

Sandy joined Torrance Memorial Foundation as Director of Planned Giving in June 2013. She is a Certified Specialist in Planned Giving (CSPG) and has several years of experience in donor development. Sandy completed her education in Grand Rapids, Michigan where she earned a MSW degree at Grand Valley State University and a BA in Sociology at Calvin College.

Details

Date:
January 27
Time:
7:45 am - 9:00 am
Event Category:

Venue

Zoom
CA United States

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Sandy VandenBerge
Topic
Charitable Giving

Details

Date:
January 27
Time:
7:45 am - 9:00 am
Event Category:

Venue

Zoom
CA United States

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Sandy VandenBerge
Topic
Charitable Giving