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PG Calc Webinar Series


Wednesday, December 11, 2019 PG Calc Webinar Series: Bequest Administration and a Little Beyond
Webinar: 9:30 am - 10:30am
Discussion: 10:30am - 11:00am

Presenter: Beth Ridout Director of Estate Administration, The Nature Conservancy

Sponsored By:
Rancho Santa Fe Foundation
Location: Sanford Institute of Philanthropy at National University
South Building, Room TPS 220 – please check in at security
*Note: this is a different room than previous months.
11255 North Torrey Pines Road, La Jolla, CA 92121

San Diego Planned Giving Partnership is proud to introduce a new 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 Bequest Administration and a Little Beyond.

How do you ensure you're asking the right questions to get the bequest and trust gifts your donors intended you to have, even if you wear many hats? We'll cover the basic information you should receive as a beneficiary, what it means, and when to ask questions and insist on answers. We'll also go a little beyond the most basic information and discuss when to hire outside counsel and how to find an attorney to help.
* This is a Taped Showing of the pre-recorded PG Calc webinar that was originally presented by PG Calc in October 2019

Cost:
$10 for SDPGP Members-with advance reservation
$15 for non-members--with advance reservation
$20 for anyone at the door (credit cards, checks and cash will be accepted at the door).

Advance Registration Now Open!






PARKING INFORMATION:

Parking is available on the south side of 11255 N. Torrey Pines Road. When you pull into the driveway at the light, turn right, pass the building on your left, and you will find parking.



For more information about the event please contact us.

We hope to see you there!

The San Diego Planned Giving Partnership