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This session was held 16 June 2014. Find a recording of the session here: https://vimeo.com/98361379.
Join Past Rotary International Director Frank Goldberg, CPA, for an introduction to Rotary’s Gift & Estate Planning Professionals (GEPP) group. The webinar will include a brief history of the program, a review of available materials and a discussion of useful ways to promote and utilize the network. The GEPP Group is comprised of Estate Planning Attorneys, CPAs and Financial Planners willing to help promote gifts to the Endowment Fund (formerly the Permanent Fund). This ‘corps’ will serve as a resource to accurately share information with Rotarians and others who may be interested in giving options such as charitable gift annuities and remainder trusts, estate gifts or Donor Advised Fund accounts.