LEAVE A LEGACY Summit Portage Medina is pleased to again offer a series of workshops on Planned Giving in 2021.
The series will be presented at the basic level. Building upon the information presented in previous classes, each type of planned gift will be reviewed in detail, and then new information about additional techniques will be added. The instructors will walk you through how each new technique works and how it fits into the donor’s estate plan. Marketing techniques will also be discussed.
This is a great opportunity for staff members who are new to planned giving to learn from the experts, or for seasoned staff who just want a refresher course.
Members of LAL/AFP save $10 per session. Each session has been approved for 1.5 CFRE credits/7.5 credits total.
Breakfast from Panera's will be provided at each session.
The instructor will explain how CGA’s are set up, including the contract between the donor and the charity. The discussion will also include the charity’s responsibility to make annuity payments, how payments are calculated, how a charitable deduction is calculated, what kind of assets can be used to set up a CGA, and what happens when the donor dies.
Instructor:
- Toby Blossom, Vice-President - Senior Relationship Manager, Huntington Bank