Event: PG Calc Webinar: Check Lists to Help Make the Gift Happen (Recording available until 6/28/22)
At long last, your donor said yes! It’s been years in the making and a celebration is in order… but then what? It’s not over yet. Documents need to be drafted and approved. There are appraisals, and maybe environmental audits. Who is responsible for transferring ownership? Will you need title insurance? What about a tax ID number? There’s a reason even rocket scientists use checklists. In this webinar we will review common sense steps and provide some practical checklists to help you navigate the close of that gift you’ve worked on for so long.
This is a pre-recorded webinar from PG Calc that was originally presented on April 28, 2022. The recording is available to watch until June 28, 2022.
Cost:
$15 for SDPGP Members
$25 for Non-members
This webinar is approved for 1.5 hours of CFRE Continuing Education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. To track credits from this series, you can request a form by emailing register@sdpgp.org or you can download it from the SDPGP.org website here. The activity organizer is PG Calc and you should use the original date of the webinar (April 28, 2022) in your CFRE application.
This series of webinar presentations is generously sponsored by The San Diego Foundation.
Sponsored By:
For more information about the event please contact us. We hope you can join us! The San Diego Planned Giving Partnership