Have you been involved in Planned Giving for a while? Do you want to go deeper and understand the tax aspects of Charitable Planned Giving so you can educate your donors on how taxes influence the type of planned gift vehicles they should consider? Are you ready to “think outside the box” and prepared to talk about multiple planned giving strategies to more closely meet your donor’s objectives as well as the nonprofit you represent?

Then this “Planned Giving 201” class is designed for you!

To encourage more learning and networking, this full-day session will be simulcast live at multiple locations throughout Southern California. A SoCalCGP facilitator will be on-site at each location to run the simulcast and to facilitate the discussion/Q&A with the presenters and your fellow attendees. Breakfast and lunch will be provided.

Can't attend one of the live simulcasts? Registration includes the recording for your learning library!

CLICK HERE TO REGISTER

Breakfast: 8:00 AM - 8:30 AM
Lunch: 40 Minutes (Time TBD) + Two 10-Minute Breaks

Cost: $199

Presented by:

• Claudia Sangster, Independent Consultant
• Steven Chidester, Partner, Withers