Strategic Generosity: Unlocking the Art of Planned Giving for the Advisor Community

course

PROGRAM INFO

  • Presentation Date 12/17/2024
  • Class Time 11:00 AM CT
  • Duration 270 min.
  • Format Webcast
  • Program Code 143973-110769
  • Ethics Credits: 1.50 hr(s)
  • General Credits: 3.50 hr(s)

Price: $115.00


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DESCRIPTION

Strategic Generosity: Unlocking the Art of Planned Giving for the Advisor Community

Co-Sponsored by:
The Oklahoma Bar Association
The Oklahoma Bar Foundation
WatersEdge Advisors
The Oklahoma Association of Charitable Gift Planners
Oklahoma Estate Planning Council

 

Learn about the legal frameworks, tax implications, and best practices for planned giving.

 

AGENDA

11:00 a.m. - 11:30 a.m. - Registration and Buffet Lunch

11:30 a.m. - 1:00 p.m. - Beyond Fundraising: Building Ethical Legacies Through Charitable Estate Planning

1:15 p.m. - 2:30 p.m. - Advancing Oklahoma Universities Through Planned Gifts and How You Can Help

2:45 p.m. - 4:00 p.m. - Fueling the Future: How Foundations Leverage Today's Gifts for Tomorrow's Impact

 

 

 

Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.