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Charitable Development Team Breakfast Briefing: Planned Giving 101

April 20, 2017 | Firm Event & Webinar

Click here to view recorded webcast

Click here to view presentation slides

Many development professionals will be called upon to understand options for their donors who are interested in planned giving opportunities, including charitable gift annuities,  charitable remainder trusts, charitable lead trusts, bequests, and beneficiary designations.

Join Gray Plant Mooty attorneys Sheryl Morrison and Wade Hauser on Thursday, April 20 for a presentation on planned giving for charitable organizations and nonprofits. This session will explain the technical aspects of various types of planned gifts, which types of planned gifts might be appropriate for donors, and which types of assets may be appropriate for those gifts. We will also discuss the considerations that the charitable organization will need to be aware of in recommending and implementing planned gifts.

7:30 - 9:30 a.m. (CDT)

Gray Plant Mooty
80 South Eighth Street
500 IDS Center
Minneapolis, MN 55402


Live webcast

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