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PG Calc Webinar Series

Thursday, November 12, 2020 PG Calc Webinar Series: 10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts
Webinar & Discussion: 2:30 PM - 4:00 PM

Presenter: Jeffrey Frye Senior Client Services Advisor, 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 10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts.

Your role as a gift planner is not just to raise money through planned gifts -- it is also to guide your donors toward gifts that best meet their goals, both for themselves and for your charity. To be a good guide for your donors, you need to know the tax rules that apply to planned gifts. In this webinar, Jeffrey Frye will review ten IRS rules that encourage particular kinds of split-interest gifts, given a donor’s assets, tax situation, and goals. Topics will include deduction limits and carryforward, bunching, QCD tax traps, and little-discussed planned gifts that specific tax rules make particularly attractive these days.

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