Remainder Trusts are among the most flexible of life income gift options available, and can help donors and clients meet a variety of financial goals for themselves and their families.  This presentation delivers fundamental information about remainder trusts will be a great resource for gift planners and allied professionals.  New to charitable gift planning?  You’ll be able to follow this progression well.  Been there, done that?  You might be surprised at the details you’ve forgotten, and glad to refresh yourself with the options that deliver flexibility.

7:15am Registration

Committee shirt sleeves sessions and breakfast until 8:05am

8:05am:  Program Presenter commences

9:10am:  Presenter concludes

Dialogue with presenters and complete Shirt Sleeves Session

9:30am:  Adjourn 9:45am