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PG Calc Webinar Series

Wednesday, May 13, 2020 PG Calc Webinar Series: Gifts of Life Insurance
Webinar: 9:00 am - 10:30am
Discussion: 10:30am - 11:00am

Presenter: Gary Pforzheimer President, PG Calc

Sponsored By:
Rancho Santa Fe Foundation
Location: Sharp HealthPlan Building
8520 Tech Way San Diego, CA 92123
* Please check in at security and let the guard know you have a meeting at the Foundation.

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 Gift of 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
$20 for anyone at the door (credit cards, checks and cash will be accepted at the door).

Advance Registration Now Open!


Park in any open space – the parking lot is shared with the Courtyard by Marriott and is plentiful.

For more information about the event please contact us.

We hope to see you there!

The San Diego Planned Giving Partnership