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PG Calc Webinar Series

Thursday, July 22, 2021 PG Calc Webinar Series: What Should My Donors Do with Their Retirement Assets?
Webinar & Discussion: 2:30 PM - 4:00 PM

Presenter: Jeff Lydenberg, Vice President, Consulting, 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 What Should My Donors Do with Their Retirement Assets?

As of March 31, retirement assets accounted for an estimated 33% of all household financial assets in the U.S. At the end of 2019, the total balance in 401(k) plans, 403(b) plans, 457 plans, and other employer sponsored plans held an estimated $22 trillion in assets.*

Your donors have substantial assets in these retirement accounts that can be used to make charitable gifts. Your role is to understand their options and, where appropriate, to bring to their attention giving strategies that will meet their financial and philanthropic goals. In this webinar, we will consider the rules and procedures for making successful charitable gifts using retirement plan assets, both during life and at death. Through a series of donor cases, you will learn what questions to ask, what strategy fits with which donor goals, and the profiles of ideal retirement asset donors. We will also offer guidance on the often difficult process of processing death benefits from donor retirement accounts.

$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