Eric Litwiller, MBA: Planned Giving Perceptions - CRT’s and CLT’s and CGA’s ... Oh My!

I was offered a job at a retirement community as Director of Development without knowing what fund development was.  I didn’t know about grants and events and capital campaigns and major gifts and annual giving.  But I took the job.  And because our donors were our residents, their ages dictated that I learn planned giving…even though I didn’t know what planned giving was either.  From there, I worked for an investment firm where I was tasked with helping our clients give their money away after the advisors in the office had made them millions of dollars over the preceding five or six decades.  Again, planned giving.