A practical session on giving non‑cash assets (CE credit provided)
What You’ll Gain – You’ll leave with clear, useful examples you can put into practice right away. Practical ideas you can use immediately with your clients, including:
· Simple ways to start conversations about charitable giving
· Tax-smart strategies to help clients give more effectively
· Options beyond cash—such as stock, real estate, or business interests
· Planning ideas for key moments like retirement or the sale of a business
· Ways to strengthen client relationships through meaningful giving discussions
Presenter: Ryan Douglas, CAP®
Date: Wednesday, June 17th
Time: 11:30 AM – 1:00 PM
Location: 60 Forward, 205 S. Walnut Ave., Ames
RSVP for your Seat at the Table!
