The Final Stretch: Successfully Closing CRTs in 2024

By KIM CLONTZ | October 16, 2024

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 strategies for securing CRTs in Q4, and much more.

Attendees will learn:

  • A brief primer on CRTs
  • How to introduce the CRT concept to donors
  • Case studies of completed CRTs closed in 2024
  • How to engage with donors and advisors to expedite CRTs before year-end
  • CRT drafting tools
  • Insights into Charitable Solutions’ 3 CRT service models and how they can support your program

Please join Paul Caspersen, CFP®, MS, AEP® (Vice President, Charitable Solutions, LLC) and ​​Ryan Raffin, JD, CAP® (Partner, Charitable Solutions, LLC) during this pre-recorded webinar.

Q&A From Webinar
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