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PG Calc Webinar Series

Wednesday, July 29, 2020 PG Calc Webinar Series: Gifts of Life Insurance
Webinar & Discussion: 2:30 – 4:00 p.m.

Presenter: Gary Pforzheimer President, PG Calc

Sponsored By:
Rancho Santa Fe Foundation
Location: Webinars offered via Zoom

Link will be provided upon registration

San Diego Planned Giving Partnership is proud to host a valuable resource for our community: PG Calc Webinars. We are excited to partner with our sponsor for this webinar series, the Rancho Santa Fe Foundation, to bring you this valuable educational opportunity.

Please join us for our next webinar in our series and a discussion afterwards on Gifts of Life Insurance.

Approximately 40% of U.S. households own individual life insurance policies with a total death benefit of over 12 trillion dollars. This huge pool of assets can be an important source of charitable gifts. Unfortunately, the way some life insurance giving programs have been promoted has made many gift planners reluctant to pursue life insurance gifts of any kind.

In this webinar, we will review the different types of life insurance and how they can be used by a donor to make excellent charitable gifts during life or at death. We will also consider a number of practical questions about accepting, crediting, and managing life insurance policies. Gary Pforzheimer will include in his discussion life insurance gifts that charities may be wise to avoid.

* This is a Taped Showing of the pre-recorded PG Calc webinar that was originally presented by PG Calc in March 2020.

$10 for SDPGP Members-with advance reservation
$15 for non-members--with advance reservation

Advance Registration Now Open!

For more information about the event please contact us.

We hope you can join us!

The San Diego Planned Giving Partnership