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January 28, 2016 Focus Group

January 28, 2016 @ 7:45 am - 9:00 am

“Charitable Remainder Trusts and other Planned Giving Strategies”
By Sandy VandenBerge, CSPG
Join us to learn more about planned giving strategies, including process, benefits and pitfalls when using CRTs/CRUTs/CRATs.

We will also discuss a case study on establishing a Flip Charitable Remainder Unitrust (CRUT).

REGISTER NOW
Date/Time
Thursday, January 28, 2016
8:00 a.m. – 9:00 a.m.
(Please arrive by 7:45a.m. for coffee and pastries)
About Sandy
Sandy VandenBerge joined the Torrance Memorial Foundation staff 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 was born and raised in West Michigan where she also completed her education – including her Master of Social Work degree. Her work experience includes medical social work, higher education administration and teaching in Taiwan and Albania.
RSVP online at www.sbepc.org or email: larry@larrytakahashi.com

Details

Date:
January 28, 2016
Time:
7:45 am - 9:00 am

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Other

Speaker
Sandy VandenBerg, CSPG
Topic
Charitable Remainder Trusts

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

Details

Date:
January 28, 2016
Time:
7:45 am - 9:00 am

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Other

Speaker
Sandy VandenBerg, CSPG
Topic
Charitable Remainder Trusts

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map