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Secure Your Largest Gifts: Gifts of Complex Assets and Charitable Lead Trusts
(Planned Giving Mini-Course Session 2)

Available On Demand
Originally presented February 17, 2021

This session will feature advanced-level planned gift techniques.  While one may hear a lot about charitable lead trusts (CLTs), gift officers will facilitate few, if any, CLTs during their career.  However, Leaving a Legacy, published by the Giving USA Foundation in 2019, found that current charitable trusts were the largest planned gifts reported by study participants.  

Learn the application to donor situations of this complex trust as well as other less common planned gifts, including retained life estate and business interests.   
This is the second 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)


  • Joe Bull, J.D., Senior Consulting Associate, Heaton Smith Group
  • Dave Smith, CAP®, President, Heaton Smith Group


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

Register Here

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