When

Thursday, September 26, 2019 from 8:30 AM to 4:00 PM PDT
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Where

Placer SPCA Adoption & Education Center 
200 Tahoe Avenue
Roseville, CA 95833
 

 
Driving Directions 

Contact

Planned Giving Forum of Greater Sacramento 
Planned Giving Forum of Greater Sacramento 
916-715-5939 
pgfgs@comcast.net 
 

Planned Giving 101: An Introduction for those New to Planned Giving and Refresher for the Seasoned Pro 

DESCRIPTION:
The Planned Giving Forum of Greater Sacramento invites you to attend Planned Giving 101, a one day LIVE seminar. course featuring Craig Wruck, a national leader in gift planning for over 20 years. Craig combines a deep technical understanding of the topic with a widely-admired talent for focusing on what is important and making gift planning concepts easy to grasp.

The Planned Giving 101 course consists of four sessions. You will receive a comprehensive overview of charitable gift planning basics, including the tax aspects of outright contributions and planned giving techniques, with some flexibility for deeper conversations, depending on available time. All registered attendees will receive the latest edition of Craig's book, Planned Giving In a Nutshell (a value of $19.95) for FREE!Topics include:
• Tax Fundamentals
• Assets Used for Charitable Contributions
• Basic Planned Giving Methods
• Advanced Planned Giving Methods

Who Should Attend
Development officers, major gift officers, annual fund officers, nonprofit board members, financial advisors, and anyone who interacts with donors and prospects.



This program is accredited for 7 hrs by CFRE and appropriate for all planned giving professional levels.



Program Agenda

Registration and Networking: 8:30AM
Program and Presentation: 9:00AM – 4:00PM

Cost To Attend (PGFGS and Joint NCPG & PGFGS Members Only)
Member Cost: $50
Please Note: Normally, this course cost $375, however, as a special thank you to our loyal members, we are offering this course at an extremely discounted rate. Thank you for your dedication to growing planned giving in our region. 

Cost To Attend (Non- or Lapsed Members Only)
Non- or Lapsed-Members Only: $95   
If you are not currently a member of the Planned Giving Forum of Greater Sacramento and you pay to attend, as a special thank you will receive a one-year PGFGS membership! 

REFUND POLICY
You may cancel your registration and receive a partial refund minus a $5 processing fee by 5pm, Tuesday, September 24.

PREPAYMENT POLICY
PGFGS hereby establishes the policy that attendance will be paid in advance by credit card. For attendees who want to pay by check, checks will need to be received one week before the event in order for them to be considered registered.
Make checks payable to PGFGS. Mail to: Raquel Altavilla, 1130 Iron Point Rd., #100, Folsom, CA 95630.