Focus Session: Marketing

Wednesday, June 16
9 a.m. – 10 a.m.

Charitable Planning: What’s in Your Wallet?


Ronald D. Philgreen, CLU, ChFC


There are more than 2 million nonprofit organizations in the United States, and it probably comes as no surprise that charitable giving is down the past couple of years. Donors not only need our help and encouragement to give, but to give in more productive ways. Now, more than ever before, you need to have all the tools and techniques of charitable tax planning in your practitioner’s kit. Help your clients give more to their favorite charities while providing for themselves, their families and their business interests.

Appeal: US
Level: Advanced