Calendar

Upcoming Events

CICGP usually meets quarterly on the 2nd Tuesday in Bloomington/Normal, IL

CANCELLATION POLICY: You may cancel any time prior to the RSVP deadline of the event and receive a refund or credit toward a future program. Please contact tara.desmond@investment-planners.com to confirm your cancellation and to make arrangements for a refund or credit.

If you cancel after registration has closed, there is no refund or credit available as the attendee headcount has been provided to the venue and any costs related to this (meal, materials, etc.) will have been billed. If you are unable to attend, someone else may attend in your place under this circumstance.

Aug
20
Tue
August 20, 2019 – Bequests and Life Insurance Beneficiary Designations @ Snyder Insurance Building
Aug 20 @ 11:30 am – 1:00 pm

Bequests and Life Insurance Beneficiary Designations

August 20, 2019

Moderator: Estate Planning Attorney April Gould

Brian P. Garwood Salvation Army

Costigan & Wollrab, P.C.

What is best way to ask a donor for a charity to be named as beneficiary? • How are beneficiary designations for personal accounts different from retirement accounts? • How can potential donor and development officers best prepare for meeting with an attorney? • What considerations go into naming a charity as the beneficiary of a life insurance policy?