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PG Fundamentals Course
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PG Fundamentals Course

A PG Basics Overview!

When: 11/15/2018
9:30 AM - 4:30 PM
Where: Tufts University- Breed Memorial Hall
51 Winthrop Street
Medford, Massachusetts  02155
United States
Contact: PGGNE

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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




Thisall-day introductory session will be presented byCraig C. Wruck, Vice President, University Advancement, Humboldt State University andAuthor, “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.




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





$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 Limit is at 90*


Registrations must be received by 10:00 AM on November 9, 2018. 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 November 9, 2018. In accordance, only refund requests received by this time will be granted. Email your cancellation/refund request to All emails received will be acknowledged.


Directions, Transportation & Parking

The Breed Memorial Hall at Tufts University is located at 51 Winthrop Street in Medford, MA 02155.


Parking Options
Abundant, all-day parking can be found in Tufts' Dowling Hall Parking Garage at 419 Boston Avenue for $8. 


To reach the venue from the parking garage, walk toward Winthrop Street on Boston Ave., and take a left on Winthrop Street. 51 Winthrop will be on your left. (6 minute walk/ 0.3 miles)

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