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Hosted by Planned Giving Group of Connecticut

Educational Webinar - 1 pm Protecting Bequeathed Donations with a Solid Estate Plan

In response to the pandemic, PGGCT will continue to provide our members with quality educational offerings as online webinars.  Once your registration is reconciled, you will receive an email from gotowebinar with call in and log in information.  We will also send you tips and instructions about the webinar rules a few days before the webinar.      Stay home, stay safe.   

 
1 CFRE CE is approved.

Thursday, September 10, 2020
1:00 PM - 2:00 PM Eastern Time

Location

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Agenda

 


Ruth Fortune, Esq.
Associate
Czepiga Daly Pope & Perri

Sep 10 2020 1:00PM


Protecting Bequeathed Donations with a Solid Estate Plan


It happens all the time. You have a donor who has made it known that your charity will be remembered in his or her Will. But as the individual ages and mental acuity declines, loved ones of the donor step in and change those plans. What can be done to minimize this? It’s a delicate dance, but there are things you can suggest your donors do early-on to help ensure their wishes are met. Join attorney Ruth Fortune from the elder law firm Czepiga Daly Pope and Perri for a session where she’ll explain what needs to be done. You’ll learn about proper estate plan language, planning tools, and roles of fiduciaries. She’ll also discuss ways your donors can protect their estates (and ultimately your donations!) from Connecticut’s notoriously high long-term care costs.



Registration Fee
Member
No Charge
 
Non-Member
$25.00