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Beyond the Basics: Gifts of Assets and Charitable Remainder Trusts
(Planned Giving Mini-Course Session 1)

Available On Demand
Originally presented January 20, 2021

This session will feature intermediate-level planned gift techniques.  Approximately 88 percent of donors’ assets are illiquid.  Therefore, gift officers must deftly navigate the terrain of illiquid assets in order to facilitate larger gifts.  

Issues and opportunities for Qualified Charitable Distributions, retirement plans, charitable remainder trusts, personal property, and grants from Donor Advised Funds will be highlighted.  Donor and gift examples will be discussed for practical application.

This is the first in a series of three webinars that make up a new planned giving course presented by AHP and the Heaton Smith Group. Register for this webinar below or the full series here. Each session qualifies for 1.0 CFRE points.

1. Beyond the Basics: Gifts of Assets and Charitable Remainder Trusts (January 20, 2021)
2. Secure Your Largest Planned Gifts: Gifts of Complex Assets and Charitable Lead Trusts (February 17, 2021)
3. Gift Planning Conversations (March 10, 2021)


  • Phil Purcell, J.D., Senior Consultant, Legacy and Charitable Estate Planning, Heaton Smith Group
  • Dave Smith, CAP®, President, Heaton Smith Group


Single Session
AHP Members: $49
Non-members: $99

Register Here

Register for all three courses and save! The full series is just $99 for AHP members and $199 for non-members when you register through this page.