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PG Calc Webinar Series

Wednesday, October 21, 2020 PG Calc Webinar Series: A Deeper Look at the Charitalbe IRA Rollover
Webinar & Discussion: 2:30 PM - 4:00 PM

Presenter: Edie Matulka Senior Consultant, PG Calc

Sponsored By:
Rancho Santa Fe Foundation
Location: Webinars offered via Zoom

Link will be provided upon registration

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 A Deeper Look at the Charitable IRA Rollover.

Qualified charitable distributions (QCDs) from IRAs have taken off since their enabling legislation became permanent at the end of 2015. Also known as charitable IRA rollovers, the growth of these gifts highlights an increased familiarity with the general concept. Yet, as with many plans that seem simple and straightforward, with QCDs the devil is in the details.

This webinar will touch on commonly known aspects of QCDs, why they appeal to donors, and approaches to take in marketing. It will then delve into important details of helping donors complete QCD gifts, traps gift planners and donors should avoid, and any new legislative developments.

* This is a Taped Showing of the pre-recorded PG Calc webinar that was originally presented by PG Calc in July 2020

$10 for SDPGP Members-with advance reservation
$15 for non-members--with advance reservation

Advance Registration Now Open!

For more information about the event please contact us.

We hope you can join us!

The San Diego Planned Giving Partnership