Clear markers on the path to a Charitable Gift Annuity (CGA) vs. a Charitable Remainder Trust (CRT) – And some that are not so clear!

When
April 05, 2017
11:30 AM - 1:00 PM
Location
Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762

Registration

Member – $25.00
Non-Member – $30.00

Registration is closed

Clear markers on the path to a Charitable Gift Annuity (CGA) vs. a Charitable Remainder Trust (CRT)

And some that are not so clear!

presented by Beverley McLain Bio

The similarities and differences between these two popular planned giving vehicles
When one is clearly appropriate for your donor / client and the other is not
Some questions to ask your donor / client when the path is not as clear

April 5, 2017

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

LOCATION:
Holiday Inn St. Petersburg/Clearwater MAP
3535 Ulmerton Road
Clearwater, FL 33762

ANNUAL SPONSORS:
All Children’s Hospital Foundation
American Cancer Society
Community Foundation of Tampa Bay
PEACE Wealth Management, Inc.
Saint Leo University
USF Foundation, Office of Gift Planning
The Bank of Tampa

RSVP Deadline: Friday, March 31st

Reservations made before the reservation deadline:

$25.00 Members | $30.00 Guests

Questions? Email: admin@ppptampabay.org

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

charitablegiftplannerstampabay@gmail.com

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