The Donor's Guide to Deferred Giving

from Up Your Assets Hosted by V. Ray Ferrara, CFP®

Looking to make a lasting charitable impact? Ray Ferrara, CFP®, is joined by Katrina Mason, President and CEO of Morton Plant Mease Healthcare Organization, and Patricia Wang, Executive Director of Development and Gift Planning at the University of Maryland College Park Foundation, to unravel the concept of deferred giving. Together, they explore strategic options beyond immediate cash donations, including charitable gift annuities, pooled income funds, and charitable remainder trusts. Acknowledgement and Important Disclosure

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The Donor's Guide to Deferred Giving

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This episode is 23 minutes long.

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This episode was published on April 14, 2025.

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