Copy of Fundamentals of Planned Giving

Summary

The Planned Giving Forum of Greater Sacramento invites you to attend a two-part LIVE seminar of the Fundamentals of Planning Giving course featuring Craig Wruck, a national leader in gift planning for over 20 years. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp.

The Fundamentals of Planned Giving course consists of four sessions, offered over two program dates. You will receive a comprehensive overview of charitable gift planning basics, including the tax aspects of outright contributions and planned giving techniques, with some flexibility for deeper conversations, depending on available time. All registered attendees will receive the latest edition of Craig's book, Planned Giving In a Nutshell (a value of $19.95) for FREE!

Dates and Location of the Sessions
Session One: Thursday, September 22, 9:00am – 12:15pm. Continental breakfast will be served
Location: The Salvation Army
3755 N. Freeway Blvd, Sacramento, CA 95834

Topics: Tax Fundamentals: Federal Income Tax, Capital Gains Tax, Fair Market Value, Gifts of Personal Property, Transfer Taxes, Deduction Limitations
Assets Used for Charitable Contributions: Stocks, Bonds, Mutual Funds, Real Estate, Gifts-In-Kind, Crops and Timber, Personal Property

Session Two: Thursday, October 27, 9:00am – 1:30pm. Lunch and snacks during breaks will be provided
Location: KVIE
2030 W. El Camino Ave, Sacramento, CA 95833

Topics: Basic Planned Giving Methods: Testamentary Gifts, Probate, Bequests, Life Insurance, Donor Advised Funds, Qualified Retirement Plans
Advanced Planned Giving Methods: Life Income Gifts, Charitable Gift Annuities, State Regulation, Charitable Remainder Trusts, Retained Life Estates
Who Should Attend: 
Development officers, major gift officers, annual fund officers, nonprofit volunteers, financial advisors, and anyone who interacts with donors

Cost To Attend (PGFGS and Joint PPP & PGFGS Members Only)
Member Cost: $50 Please Note: Normally, this course cost $375, however, as a special thank you to our loyal members, we are offering this course at an extremely discounted rate. Thank you for your dedication to the Planned Giving Forum of Greater Sacramento.

Cost To Attend (Non- or Lapsed Members Only)
Non- or Lapsed-Members Only: $95
If you are not currently a member of the Planned Giving Forum of Greater Sacramento and you pay to attend, as a special thank you will receive a one-year PGFGS membership!

The cost is for both sessions and can not be split.

CFRE Credit
The recorded course has been approved for 7 CFRE Continuing Education credits of the CFRE International application for initial certification and/or recertification.

Who Should Attend
Development officers, major gift officers, annual fund officers, nonprofit volunteers, financial advisors, and anyone who interacts with donors and prospects.

THANK YOU TO OUR 2016 SPONSORS

Major Sponsor
Chuck Ebersole
HoyleCohen, LLC


Education Sponsors
Sacramento Region Community Foundation
University of the Pacific
Yolo Community Foundation



PREPAYMENT & REFUND POLICY

Attendance will be paid in advance by credit card.

PGFGS does have a 48 hour cancellation policy. You can get a partial refund minus a $5 processing fee. You may cancel your registration and receive a partial refund minus a $5 processing fee by 5pm, Tuesday, September 20.

Details

  • When

  • Tuesday, November 29, 2016
    9:00 AM - 12:15 PM

  • Where

  • 9/22-The Salvation Army 10/27-KVIE
    Salvation Army - 3755 N. Freeway Blvd
    KVIE - 2030 W. El Camino Ave.
    Sacramento, California

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