Let's start by getting a handle on why having an understanding of the nuts and bolts of the tax advantages available to donors through varous gifting channels is so important to your success.


Trusts are a key aspect of non-charitable estate planning. Yet they are important for gift officers to have a handle on, both because it works to your advantage to have a complex understanding of the potential goals and avenues available to your benefactors, and

Letting a CGA Get Lunch

Marianne is a widow in her early 80s. She and her husband Richard both grew up in Seattle, and were married for more than 50 years before Richard passed away. Marianne has no children, and has always assumed that she would divide her estate between her two favorite charities.