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PG Calc Webinar Series

Thursday, November 18, 2021 PG Calc Webinar Series: Important Year-end Charitable Giving Strategies
Webinar & Discussion: 2:30 PM - 4:00 PM

Presenter: Russell James, Professor - Department of Personal Financial Planning, Texas Tech University

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 Important Year-end Charitable Giving Strategies.

One of your donors has experienced a spike in income this year and wants to reduce her tax exposure. Another one does not expect to itemize her deductions this year and is concerned that she will get no tax benefit from her charitable giving. A third donor does not ordinarily itemize and would like to benefit from itemizing this year, if possible. In this webinar, Professor Russell James will discuss giving strategies that address these and other donor situations that regularly arise as the end of the year approaches. He will also draw your attention to year-end giving pitfalls your donors should be careful to avoid.

$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