Archive for October 2024

Whenever I’m on a plane, and someone asks what I do, my response is “I help wealthy people give weird things to charity.”  Then, 99% of the time, they ask “What type of weird things?” So this webinar will cover some of our most memorable projects so far this year (the good, the bad and the…

Are you looking to close Charitable Remainder Trusts (CRTs) before the year ends?  Interested in learning from real-world examples and discovering practical strategies to make the most of these unique gift vehicles in the final months of 2024? This session will highlight key case studies from successful CRT gifts completed so far this year, share…