Meeting/Event Information
Mini case studies: How charitable remainder trusts can help donors meet their objectives
March 28, 2024
1:30 PM - 3:00 PM
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Montshire Museum of Science
1 Montshire Rd
Norwich, VT 05055
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We invite you to attend our upcoming event which is all about the importance of understanding your donors' objectives and how gift planning can provide elegant solutions. The focus will be on the transformative power of Flip Charitable Remainder Trusts (CRTs). Whether you're new to the concept or seeking to deepen your understanding, this event promises to enrich your knowledge and broaden your perspective.
Here's a glimpse of what you can expect:
- Refresher on Flip CRTs: Begin with a comprehensive overview of how Flip CRTs operate, ensuring everyone is on the same page.
- Case Studies Exploration: Delve into real-life scenarios showcasing how Flip CRTs can:
- Provide reliable income during retirement.
- Replace rental revenue from real estate assets.
- Safeguard the financial future of donors' loved ones.
This event is FREE to members!
For non-members, sign up here to become a member today for only $125! The non-member cost to attend this winter meeting is $30 -$40. Early bird pricing before March 1 is $30; the price increases to $40 on March 2 at 10 am.
We're excited to have you join us for this engaging discussion.
*You can earn CFRE credits! Full participation in this event is applicable for 1 point in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
MEET THE SPEAKER
This session will be presented and facilitated by Carolyn Stone.
Carolyn Stone joined TIAA Kaspick in 2022 as a Relationship Manager. Before joining, Ms. Stone spent over a decade working as a frontline gift planning fundraiser in premier, complex higher education and academic medicine settings, including Harvard Medical School, Dartmouth College and The Jackson Laboratory. She earned an MBA from Boston University and a BA in Spanish from Skidmore College. Ms. Stone completed Boston University’s Financial Planning Certificate Program and is a Chartered Advisor in Philanthropy. She also serves as the treasurer of the NH & VT Council of Charitable Gift Planners.
