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February Monthly Program: "The Amazing Retained Life Estate: Almost too Good to be True"

  • 15 Feb 2022
  • 11:15 AM - 1:30 PM
  • TBD

"The Amazing Retained Life Estate:

Almost Too Good to be True"


    Craig Wruck

   Senior Advisor 

   PG Calc

For many of your donors, their home is their most valuable assets.  Most likely they plan to live there for many more years.  But imagine if your donors could contribute their personal residence to your organization, receive a generous income tax deduction for their gift, and never have to call the movers?

It’s not a make-believe.  The retained life estate is a gift plan that allows donors to donate their home or farm while retaining the right to use it for the rest of their lives.

In this session we will:

  • Review the basic structure of a retained life estate
  • Discuss the variables affecting the charitable deduction
  • Examine important gift acceptance considerations for the charity
  • Review the profile of a prospective donor with examples

Huge THANK YOU to this Program's Partner!

Program pending pre-approval for one (1) PT    CE credit

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