“How to identify Charitable Reminder Trust Opportunities
in Your Everyday Fundraising!”
Presented by Ron Aricco, CLU/CHFC, Sr. Director Planned Giving, the Salvation Army North & South Carolina Division and Peter Hodes, CFP, Manager Gift Planning, American Red Cross.
What will you learn from this workshop? Discover five specific CRT prospect categories - Who's The Market?
- CRT Components
- Tax Ramifications
- CRT vs. CGA
- Case Study
- How To Conduct The CRT Interview
Date: Wednesday, November 5th
8:30 Registration and Networking
9:00 – 10:00 Program
Time for Q&A
Fee: $25.00
Location: YWCA Central Carolinas - 3420 Park Rd. Charlotte, NC 28209
To Register, Click HERE
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