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PG Fundamentals Course
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Friday, September 22, 2017

The NonProfit Center, Boston, MA

 

Space is limited!      |     Scholarship Opportunity Available!

 

Sponsored by
 

 

Looking for an introductory session that covers the basics of planned giving? Or possibly a refresher on the various planned giving strategies available and how to talk about them with donors? Then PGGNE's Fundamentals program is for you! We hope you can join us for this course.

 

Who should attend this session?

  • Those new to the field of planned giving
  • Major gift officers who need a working knowledge of planned giving
  • Annual gift officers who deal with important volunteers
  • Development generalists
  • Staff who support the planned giving efforts of your institution

 

Course Details

  • Participants will receive an overview of charitable gift planning basics, including the tax aspects of outright contributions and planned giving techniques
  • Emphasis will be on conceptual understanding and the ability to explain the concepts to prospective donors in a clear and convincing way
  • Four major topic areas will be covered: 1) Tax Fundamentals, 2) Assets Used for Charitable Contributions, 3) Basic Planned Giving Methods, and 4) Advanced Planned Giving Methods

View the Course Outline for specific topics that will be covered.

 

Presenter

This all-day introductory session will be presented by Craig C. Wruck, Vice President, University Advancement, Humboldt State University and Author, “Planned Giving in a Nutshell”.

 

Craig Wruck is Vice President for University Advancement at Humboldt State University in California and is former Vice President at Minnesota State University and Hazelden Foundation. His past experience includes the University of Minnesota, St. Paul Community Foundation, William Mitchell College of Law, US Bank, US Trust, and Kaspick & Company. He is a frequent speaker and lecturer on charitable giving topics and the author of the new Planned Giving in a Nutshell, Fourth Edition, a primer on planned giving for development generalists. A former President of the Partnership for Philanthropic planning, he teaches the Brisk Walk Through the Basics seminars for the Minnesota Planned Giving Council. 

 

 Schedule                            Location

9:30 a.m. - 10:00 a.m. Registration & Networking
10:00 a.m. - 12:00 p.m. Course
12:00 p.m. - 1:00 p.m. Lunch (Provided)
1:00 p.m. - 4:30 p.m. Course
4:30 p.m. Course Concludes


The NonProfit Center
89 South Street
Boston, MA 02111


Directions, including room location, will be
emailed to all registrants prior to the event.

 

Conveniently located one block from South Station and close to the intersection of interstate highways I-90 and I-93. The center is accessible through the main lobby to people who have restricted physical abilities

 

Directions, Transportation & Parking:

http://nonprofitcenterboston.org/directions

 

Registration & Fee

$195.00 per person (PGGNE Members and non-members)

 

Fee includes course registration, a copy of Craig's book “Planned Giving in a Nutshell", lunch and ample time for questions.


$$$$$          A PG Fundamentals Scholarship is available.          $$$$$


 

**Registration capacity for this event is limited to 100** 

 

Registration Policy:  Registrations must be received by 10:00 AM on September 15, 2017. All payments are due prior to attending the event and required to reserve your seat.


Refund/Cancellation Policy:  Cancellations and refund requests are required by 10:00 AM on September 15, 2017. In accordance, only refund requests received by this time will be granted. Email your cancellation/refund request to info@pggne.org. All emails received will be acknowledged. We cannot accept verbal cancellations over the phone.

 


  

Questions

All inquiries can be directed us at info@pggne.org or call (781) 647-4343.

 

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