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.

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Add to Calendar aCLuDhaqizCaPxAftmqF167204 12/08/2021 12:00 PM 12/08/2021 01:30 PM false Planned Giving: It's Easier Than You Thought! 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., FCEPThompson & Associates Two Easy Ways to Register By Mail: DOWNLOAD THE FLYER and mail form to: LeadingAge Ohio2233 North Bank DriveColumbus, 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. Zoom Meeting