Catholic Community Foundation - Serving Your Clients' Desire to Give: A Look at Charitable Remainder Trusts and Donor Advised Funds

Catholic Community Foundation - Serving Your Clients' Desire to Give: A Look at Charitable Remainder Trusts and Donor Advised FundsCatholic Community Foundation - Serving Your Clients' Desire to Give: A Look at Charitable Remainder Trusts and Donor Advised Funds

Sitemap

Print View

Home


Home > News & Events > Upcoming Events > Serving Your Clients' Desire to Give: A Look at Charitable Remainder Trusts and Donor Advised Funds

Serving Your Clients' Desire to Give: A Look at Charitable Remainder Trusts and Donor Advised Funds

12 - 1:30 p.m., Wednesday, Sept. 23, 2009
The Crossings at Montevideo, 1101 West Highway 212, Montevideo, MN 56265

If you are a trust and estate attorney, financial advisor, or CPA serving clients in the Montevideo area, please join us for a free luncheon seminar and introduction to the Catholic Community Foundation. Learn about our our work in the Diocese of New Ulm, and how we can help you serve your client's planned giving needs. We will present case studies illustrating how individuals have used charitable giving tools to support their Catholic parish and/or school.

There is no charge to attend, but registration is required. This event has been approved for one hour of Standard CLE credit.