Planned Giving 101: An Introduction for those New to Planned Giving and Refresher for the Seasoned Pro


The Planned Giving Forum of Greater Sacramento invites you to attend a one day LIVE seminar on Planned Giving 101: An introduction for those new to planned giving and refresher for the seasoned pro 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. 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!

Topics to be Covered:
1) Tax Fundamentals
• The Federal Income Tax
• After Tax Cost of a Contribution
• Capital Gains Tax
• Amount of the Deduction: Fair Market Value
• Deduction Limitations / Quid Pro Quo Reduction
• Date of Gift / Substantiation Requirements
• Gifts of Personal Property
• Gifts of Ordinary Income Property
• Transfer (Gift and Estate) Taxes

2) Assets Used for Charitable Contributions
• Securities: Stocks, Bonds, and Mutual Funds
• Real Property
• Environmental Audits
• Crops and Timber
• Tangible and Intangible Personal Property
• Deductibility of Tangible Property Contributions
• Deductibility of Intangible Property Contributions
• Gifts-in-Kind

3) Basic Planned Giving Methods
• Testamentary Gifts and Charitable Bequests
• The Probate Process
• Donor Imposed Restrictions
• Qualified Retirement Plans
• Gifts of Life Insurance
• Life Insurance Basics
• Outright Contributions of Life Insurance
• “Wealth Replacement” Life Insurance
• Evaluating Life Insurance Contributions

4) Advanced Planned Giving Methods
• Life Income Gifts
• Charitable Gift Annuity
• Annuity Payments and Amount
• Taxation of Annuity Payments
• State Regulation / Required Disclosure
• Charitable Remainder Trusts
• Charitable Remainder Trust Types
• Income Taxes to Beneficiaries
• Charitable Lead Trusts
• Retained Life Estate
Donor Advised Fund

Cost To Attend (PGFGS and Joint NCPG & 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. In order to encourage you to bring your board members to Planned Giving Forum learning opportunities, we will extend the member price to them.
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!

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.


Major Sponsor
Chuck Ebersole
HoyleCohen, LLC

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


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, April 24.


  • When

  • Thursday, April 26, 2018
    8:30 AM - 4:30 PM

  • Where

  • KVIE - Community Room
    2030 W. El Camino Ave.
    Sacramento, California

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