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WEBINAR: Working with Your Donors and Their Family to Create a Legacy of Giving

July 10 @ 1:30 pm - 2:30 pm

Faculty: John Lomba, Financial Advisor, Gratium Wealth Planning

In this class we will discuss how to build a giving strategy that your donor and their family will embrace.  We will discuss how to initiate a family legacy plan and how to navigate the issues that may be challenging in achieving your donor’s goals.

We will discuss how your donor can leverage strategies to access funds otherwise restricted in retirement accounts and how  your organization can benefit from the wealth transfer of the exiting Business Owner Baby Boomers “BOBBs”.


How to Unlock the giving potential in Retirement Accounts

How your Organization can help your Donor to Navigate the Retirement Savings Time Bomb

How to Maximize Tax Savings When Selling Your Business with the Help of Your Charitable Organization

Register Now!

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July 10
1:30 pm - 2:30 pm
Event Category:


Your Computer
DC United States + Google Map

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