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PG Fundamentals Course
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PG Fundamentals Course

PG Fundamentals with Craig Wruck

9/22/2017
When: Friday, September 22, 2017
9:30 AM - 4:30 PM
Where: The NonProfit Center
89 South Street
Boston, Massachusetts  02111
United States
Contact: PGGNE
781-647-4343

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Course Description

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! 


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

Summary and Objectives

  • 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

Download Course Outline

 


 

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

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

 

Download Course Outline

 

 


 

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.


Registration Policy

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

 



Directions, Transportation & Parking

The NonProfit Center is located at 89 South Street, Boston, MA 02111.

 

The NonProfit Center is 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.

 

For subway, commuter rail (T), Amtrak, and driving directions, visit http://nonprofitcenterboston.org/directions.

 

Parking Options
Parking downtown can be both challenging and expensive, and we recommend taking public transit whenever possible. However, there are several parking lots within walking distance of the NonProfit Center:


Two Financial Center, 236 Essex Street (1-minute walk)
617.426.1620
Indoor Garage, self-park
Half a block from the Center

Central Chinatown Garage, 86 Beach Street (between Lincoln St. & Surface Artery S) (3-minute walk)
617.542.1549
Indoor Garage

LAZ parking, 180 South Street (between Kneeland & Beach Streets) (2-minute walk)
617.426.0604
Indoor Garage, self-park & valet

Central Parking – South Station Bus Terminal, 792 Atlantic Ave (Between JFK Expy & Summer Street) (4-minute walk)
Enter via Lincoln St. & South Station Connector
Rooftop parking, self-park


In addition, BestParking.com will locate nearby parking lots.

 

 

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