Planned Giving Seminar for Nonprofits

This seminar is on establishing a planned giving program and the tools donors can use to make impactful gifts. CRI and the CRI Family of Companies’ specialists and guest instructors will walk through how to set up a program, the compliance requirements and best practices involved, and the strategies donors can use to give. Whether your organization is just beginning to explore planned giving or looking to strengthen an existing program, you're welcome to join.

Learning Objectives:

1. Define a planned giving program
2. Understand required compliance and best practices
3. Become acquainted with planned giving strategies that donors may employ

Event Goals:

• To add value to current nonprofit organization clients

• To introduce these clients to other products and services from CRI

• To offer clients a resource to help them establish a planned giving program with support for their donors to implement planned giving strategies

This event is provided for informational and educational purposes only. The content presented is intended to illustrate general considerations related to planned giving programs and does not constitute legal, tax, accounting, audit, or investment advice, nor should it be relied upon as a recommendation regarding any particular transaction or course of action.

Presenters at this event represent separate entities. Each entity is solely responsible for its own services and obligations; participation by one entity does not create an engagement, fiduciary relationship, or liability with any other.

Attendance at this event does not establish a client or advisory relationship with any presenting entity. Any services would be provided only pursuant to a separate engagement agreement with the applicable entity. For information about Level Four Group, LLC, including fees and conflicts of interest, refer to its Form ADV Part 2A at adviserinfo.sec.gov.