CRTs
with
Rick Oldenburg CAP®, Principal, Oldenburg & Associates
Outline:
I. CRATs (Charitable Remainder Annuity Trust)
II. CRUTs Charitable Remainder UniTrust)
Each fall, SSPGC offers our community an opportunity to acquire a basic knowledge of planned giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. Sessions are held via Zoom will not be offered at individually – you must sign up for the entire series.
Cost:
- $45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members
- $95 (+$2.50 for online registration) for non-members, includes SSPGC membership