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Hosted by  Charitable Gift Planners of Connecticut

Educational Webinar - Special Financial Planning Opportunities with a Focus on Charitable Planning

The Charitable Gift Planners of Connecticut provides ethically-focused gift planning education, training and advocacy to development professionals, professional advisors, volunteers and donor advisors.

 
CGPCT meets throughout the year providing educational programming of value to our members. Our programs take place on the second Thursday of the month. We currently offer programs approximately every month in a virtual format. When able, we will meet in person to network with our colleagues. Throughout COVID we are working to ensure that our members remain safe and healthy. Updates to our meeting schedule, whether in person or virtual, can be found on our home page. You may also check our Event Calendar for details.

Wednesday, October 14, 2020
1:00 PM - 2:00 PM Eastern Time

Location
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Agenda

 

Oct 14 2020 1:00PM


Special Financial Planning Opportunities with a Focus on Charitable Planning


In the presentation, Dr. James reviews the strategies available to help clients take advantage of special one-time opportunities. Additionally, he will share his latest decision-making research results revealing the words, phrases, and conversation strategies that are most effective in communicating with donors during times like this.

Registration Fee
Member
No Charge
 
Non-Member
$25.00