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 […]
Putting It All Together with All Instructors Outline: I. How to recognize a Planned Giving prospect A. Situations to look for B. Verbal cues II. How to get help Each […]
SSPGC Annual Meeting - Tentative This is a ZOOM meeting of the SSPGC membership. We will send out more information and the ZOOM link several days prior to the meeting. REGISTER […]
Lunch Training via Zoom This is a ZOOM meeting and therefore NO CHARGE to attend – so register now. We will send out the ZOOM link several days prior to […]
Lunch Training via Zoom This is a ZOOM meeting and therefore NO CHARGE to attend – so register now. We will send out the ZOOM link several days prior to […]
Lunch Training In Person at La Quinta Inn & Suites This is an in person meeting. Register now HERE. WHAT: What we all need to know about Secure Act 2.0 […]
Lunch Training via Zoom: Electronic Will Signing – How it affects the Gift Planning Parties This is a ZOOM meeting and therefore NO CHARGE to attend – so register now. […]
Lunch Training via Zoom This is a ZOOM meeting and therefore NO CHARGE to attend – so register now. We will send out the ZOOM link several days prior to […]