Some planned giving situations can be messy and can get you in all sorts of trouble! In this roundtable event, CGP will feature speakers on how to handle four complicated scenarios:
Better Call Saul:
It's better to call before there's trouble! Sometimes even the best laid plans can turn into a mess. Vit will give advice on what to do in the trickiest of situations ~ Vit Gulbis
Modern Family:
Blended families and blended gifts can cause their own set of issues ~ Karen Van DePutte
One Day at a Time:
Navigate the ups and downs of the life of a planned giving officer ~ Lydia Bailey
Stranger Things:
Truth is often stranger than fiction. Sometimes donors want to give the oddest gifts in bizarre circumstances. An open dialogue about the strangest things that can happen in planned giving.
Sponsored By:
PO Box 2092St. Petersburg, FL 33731
charitablegiftplannerstampabay@gmail.com