IAC/Bequest Assist: Where There's A Will Series Webinar: Understanding CGT

While Capital Gains Tax (CGT) might not sound exciting, Morgan Koegel from Bequest Assist is of the opinion that it is the single most important estate issue for charitable Gifts in Wills managers to understand. Each year charities are missing out on millions of dollars as a result of incorrectly handled CGT – but there is a solution! In this webinar, we’ll discuss what CGT is, when it’s an issue in estates and what steps Gifts in Wills team members can take to ensure their charity receives every cent their generous bequestors wanted them to have. No pre-knowledge is necessary for this session and please feel free to bring along other team members who might be interested (such as finance team members or senior philanthropy managers).