BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:dd8f72c7af5c6f17f0885536fbf2e17789 CATEGORIES:Events SUMMARY:Webinar: Think Like a Financial Planner... How Charitable Gift Planning Can Resolve Financial and Estate Planning Dilemmas 08.06.20 DESCRIPTION:
"Think Like a Financi
al Planner... How Charitable Gift Planning Can Resolve Financial and Estate
Planning Dilemmas"
Thursday, August 6 at 12:00 p.m.
It has become be easier than ever to create a co mprehensive charitable gift plan for prospective donors to create their Fam ily Legacy Plan. Software has made number crunching along with financial an d estate analysis relatively simple. However, it goes beyond the numbers. T he best charitable gift advisor takes the time to know and understand their client families. They take the time to build a relationship that will last for years, not through one planning moment. They ask good questions and li sten very carefully. They clarify to understand. They illustrate, guide and refer. The donor begins to see the gift planner as listener first and the refore takes the on the role of counselor as opposed to the fundraiser look ing for money. This presentation through case studies will give you the too ls to, ask the right questions, gather the right data, analyze the data to determine; what to give, when to make the gift and the appropriate gift veh icle(s) to meet the donors desired goals and objectives and the creation of the Family Legacy Plan.
$20 for members
$25 for guests
CONTACT:info@lacgp.org - 949-715-5400 DTSTAMP:20240328T094212 DTSTART;TZID=America/Los_Angeles:20200806T120000 DTEND;TZID=America/Los_Angeles:20200806T130000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR