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PG Calc Webinar Series

Thursday, April 22, 2021 PG Calc Webinar Series: The Retained Life Estate: A Most Underutilized Gift
Webinar & Discussion: 2:30 PM - 4:00 PM

Presenter: Craig Wruck, Senior Advisor, PG Calc

Sponsored By:
The San Diego 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 San Diego Foundation, to bring you this valuable educational opportunity.

Please join us for our next webinar in our series and a discussion afterwards on The Retained Life Estate: A Most Underutilized Gift.

What if your donor could contribute their residence, receive a generous income tax deduction, and never have to call the movers? You don't have to imagine. The retained life estate is a gift plan that allows donors to donate their home or farm - often the largest asset in their estate - while retaining the right to use it for the rest of their life. This webinar will cover the essentials of a retained life estate, an often-overlooked gift plan. We will cover the basics of a retained life estate gift, review important considerations for the charity, and work through real-life examples that will prepare you to discuss this creative option with your donors.

$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