The What, Why, When, and How of Planned Giving

“The What, Why, When, and How of Planned Giving” is a one-hour recorded webinar first presented on October 14, 2022 by Glaucoma Research Foundation (GRF) in San Francisco, CA. Learn how you can ensure the future of glaucoma research through planned giving.

The webinar was moderated by Morgan Velarde, Director of Philanthropic Communications and Engagement at GRF and includes a presentation by Lynn Gaumer, JD, Senior Gift Planning Consultant for The Stelter Company. Lynn has over twenty-five years of experience helping individuals with their estate and charitable planning. In this informative webinar, you will hear tips for putting together your estate plan and learn common mistakes people can make. Hear more about various ways you can make a charitable gift, such as gifts of stock, IRA giving and Donor Advised Funds, and the tax implications that are associated with each option. Learn more on the GRF website at glaucoma.org/legacy