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PG Calc Webinar Series

Wednesday, June 10, 2020 PG Calc Webinar Series: Understanding Tax Issues That Can Lead to Bigger Gifts
Webinar: 9:00 am - 10:30am
Discussion: 10:30am - 11:00am

Presenter: Bill Laskin Vice President, Product Management, 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 Understanding Tax Issues That Can Lead to Bigger Gifts.

Are you expected to raise gifts of $50,000 or more? When discussing gifts of this size with donors, you need to think beyond just cash and publicly-traded securities. Donors at this level often own other assets with substantial value, such as real estate, business interests, partnership interests, and retirement plan assets, that can present special tax challenges. Fortunately, by understanding these challenges you can help your best donors solve them with good charitable planning.

In this webinar, we will discuss how a donor can use a variety of charitable giving techniques to mitigate estate tax, depreciation recapture, capital gains tax, and tax on income in respect of a decedent. We’ll also touch on the impact of unrelated business income tax on a charitable gift. With a basic understanding of these issues, you’ll be in a better position to discuss with donors how a charitable gift can address their tax concerns and support a charity they care about.

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