Do you have questions about the latest guidelines and regulations around estate planning and charitable gifts? Not sure how they’ll impact your planned giving efforts in the coming years? This session is for you!

Join us for a 30-minute Q&A where you can get your questions answered about recent and upcoming changes that will impact your planned giving efforts. We’ll also share a quick overview of some of the changes that are coming up that may not even be on your radar!

Send in your questions or bring them with you to either of our live Q&A sessions with Kara Ansotegui, our Director of Client Services, and Bob Shafis, our Director of Planned Giving Services. Kara and Bob will be answering as many questions as possible to provide you with encouragement, coaching, and their expert perspective to help you secure more planned gifts and find more joy in your work. We hope to see you there!