1 World Ave
Little Rock, AR 72202
USA
Please join us for an extended session (1:00pm – 4:30pm) to celebrate our annual Planned Giving Day. CLE, CPE and CFRE credit will be offered.
There will also be a networking reception at 4:30pm. See details below.
Presentation One: Joe Chickey from the Sharp Group will present “Gift Planning: Accelerating the traditional bequest” As more people live into their 80’s and 90’s, this presentation shares creative ways that common Estate gifts can be accelerated. Some examples include Virtual Endowments, blended gifts and term of years CRTs.”
Presentation Two: David Toups, Corporate Vice President of the Nautilus Group, will present “CHarity Case Dynamics”.
Presentation Three: “Ethical Challenges in Gift Planning – Black and White or Shades of Grey” This interactive presentation addresses ethical issues unique to the field and includes multiple case studies.
The bios for the speaker can be found at:
All attendees of Planned Giving Day are invited to a Networking Party immediately following the last speaker at:
Location TBD