Details
December 8, 2021
12:00PM - 1:30PM
Planned Giving: It's Easier Than You Thought!
Zoom Meeting
Planned Giving: It's Easier Than You Thought!
12:00 - 12:30 PM:
Wealth! Were?? Stop chasing fancy cars to big garages!
In the first 30 minutes of the program, attendees will learn a far more productive way to identify quality planned giving prospects.
12:30 - 1:00 PM:
Last minute gift planning & saving donors from the tax man!
As year-end approaches, attendees will learn how to quickly communicate planned giving options that will help donors mitigate taxes as they support your organization's mission.
1:00 - 1:30 PM: Discussion and Q&A
Event Details
Date:
December 8, 2021
Time:
12:00 - 1:30 PM
Location:
Zoom Meeting
Cost: FREE
Presented by:
Paul Grassman, J.D., LL.M., FCEP
Thompson & Associates
Two Easy Ways to Register
By Mail: DOWNLOAD THE FLYER and mail form to:
LeadingAge Ohio
2233 North Bank Drive
Columbus, OH 43220
For online registration, click here.
Your registration will be complete upon receipt of this form. All registrants will receive confirmation along with Zoom login instructions. If you do not receive a confirmation, please contact Corey Markham at (614) 545-9015 or cmarkham@leadingageohio.org.
Additional Workshop Information
CEs are not available for this meeting.