Event Details

Event: PG Calc Webinars
The Top Ten Lessons Learned from the Front Lines

Date: Thursday, Jul 28, 2022
Time: 12:00 pm - 1:30 pm PST
Presenter: Jeffrey Frye
Location: This virtual meeting and webinar will be hosted on Zoom.

When it comes to planned giving, PG Calc’s Client Services team has seen and heard just about everything. We have helped clients navigate the complexities of a whole spectrum of split-interest charitable gifts, from gift annuities, charitable remainder trusts, and pooled income funds, to retained life estates, bargain sales, and the ever-elusive charitable lead trust. We have come up with a list of our Top Ten Lessons in Planned Giving – as learned on the front lines – we want to share with all the dedicated gift planning professionals out there. We won’t be mentioning any client or donor names, but all ten lessons will be based on real situations we have encountered.

This is a pre-recorded webinar from PG Calc that was originally presented on June 30, 2022.

$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 (June 30,, 2022) in your CFRE application.

This series of webinar presentations is generously sponsored by The San Diego Foundation.
Sponsored By:
The San Diego Foundation

For more information about the event please contact us.
We hope you can join us!
The San Diego Planned Giving Partnership