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SUMMARY:Planned Giving Seminar for Nonprofits
DESCRIPTION:Nonprofit leaders are invited to join CRI\, CRI CapinCrouse\, and Level Four Group for an educational seminar on establishing a planned giving program and the tools donors can use to make impactful gifts. CRI and the CRI Family of Companies’ specialists and guest instructors will walk through how to set up a program\, the compliance requirements and best practices involved\, and the strategies donors can use to give. Whether your organization is just beginning to explore planned giving or looking to strengthen an existing program\, you’re welcome to join.  \nLearning Objectives\n\nDefine a planned giving program\nUnderstand required compliance and best practices\nBecome acquainted with planned giving strategies that donors may employ\n\nEvent Goals\n\nTo add value to current non-profit organization clients\nTo introduce these clients to other products and services from CRI\nTo offer clients a resource to help them establish a Planned Giving program with support for their donors to implement planned giving strategies\n\nWho Should Attend\n\nLeaders of non-profit organizations.\n\nPresenters\n\nLuke Britt\nInstructor\nTed Batson\, Jr.\nInstructor\nTiffany Orr\nModerator\nMelissa Frazier\nModerator
URL:https://www.criadv.com/event/planned-giving-seminar-for-nonprofits/
LOCATION:CRI Atlanta\, 4004 Summit Blvd Ste 800\, Atlanta\, GA\, 30319\, United States
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