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PG Calc Webinar Series

Thursday, August 26, 2021 PG Calc Webinar Series: What Color is your CRT?
Webinar & Discussion: 2:30 PM - 4:00 PM

Presenter: Jeffrey Frye, Senior Client Services 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 What Color is your CRT?

Planned giving donors come from a wide range of circumstances – there are many different age groups, varying levels of income and wealth, an array of different funding property types, and a plethora of objectives, both short-term and long-term. While the venerable Charitable Remainder Trust has its limitations, it serves as the ideal split interest gift vehicle in a significant number of situations. In this webinar, we will look at some of the more common examples, including using a CRT to supplement retirement income, to convert real estate into a source of income, or to create a substitute for the now defunct "stretch" IRA.

$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