Join us for our last Coffee Talk of the year!
Join us on October 15 and hear from Carolyn Stone, Relationship Manager, TIAA Kaspick
"Testamentary Life Income Gifts: The Journey from Promise to Payment" walks gift planning professionals through the lifecycle of an estate-funded life income gift, from the initial donor conversation to the moment the arrangement springs to life. While charitable remainder trusts and charitable gift annuities may be familiar tools, establishing them through an estate introduces a distinct set of considerations — and this session will help you think through many of them. You will leave better equipped to serve as your donor's trusted guide with clarity and confidence.
- Where do you document the gift terms?
- How will the gift be funded?
- How will payments be calculated and timed?
As always - FREE for Members of SCPGC
$20 for nonmembers
