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PG Fundamentals Course
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PG Fundamentals Course

An introduction and overview of PG basics!

 Export to Your Calendar 11/15/2019
When: Friday, November 15, 2019
9:30 AM - 4:30 PM
Where: Ropes & Gray LLP
Prudential Tower
800 Boylston Street
Boston, Massachusetts  02199-3600
United States
Contact: PGGNE
781-647-4343


Online registration is available until: 11/8/2019
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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! The course offers an emphasis on learning the concepts in order to develop a conversational understanding of the technical topics so that you can speak with confidence to donors and prospects. If you are new to planned giving, need a refresher, or are a development generalist, this course will give you an overview of gift planning and the tools you need to make the most of it. All attendees will receive a copy of Craig Wruck's book Planned Giving in a Nutshell.


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 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

 


 

Presenter

Craig Wruck’s experience in charitable giving spans more than 30 years in both nonprofit and for-profit organizations. He has served at the University of Minnesota, Humboldt State University, Minnesota State University, and the Saint Paul Community Foundation. In addition, he has worked for U.S. Trust Company, US Bank, and Kaspick & Company.

Craig received the David M. Donaldson Distinguished Service Award from PGGNE in 1999. He past president of the National Committee on Planned Giving (now the National Association of Charitable Gift Planners) and has served as a member of its board of directors and as chair of its government relations committee. Craig is the author of Planned Giving in a Nutshell, a practical guide to planned giving for development generalists. He earned his MBA from the University of St. Thomas and his bachelor's degree in journalism from the University of Utah.

 


 

Schedule

9:30 AM - 10:00 AM Registration & Networking
10:00 AM - 12:00 PM Program
12:00 PM - 1:00 PM Lunch (Provided)
1:00 PM - 4:30 PM Program
4:30 PM Course Concludes

 

Download Course Outline

 

Thanks to our Sponsors:

 

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Fee

Members and Associates: $225.00
Non-Member: $250.00

Non-member Discounted Rates:

Extra Company Attendee: $225.00 Use code: EXTRAATTEND  (THIS IS A GROUP DISCOUNT. IF AT LEAST ONE PARTICIPANT FROM YOUR ORGANIZATION HAS ALREADY REGISTERED AND PAID THE FULL REGISTRATION RATE, THEN YOU CAN USE THIS RECEIVE THIS DISCOUNT. THIS DISCOUNT IS ONLY VALID FOR USE BY NON-MEMBERS.)
Member of a Partnering Organization: $225.00 (i.e. AFP-MA) Use code: AFPMA-PG

 

A PG Fundamentals Scholarship is available! Find more information here.

 

Registration Policy:

*Registration Limit is at 90*

 Registrations must be received by 5:00 PM on November 8, 2019. 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 5:00 PM on November 8, 2019. 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

Ropes & Gray LLP

Prudential Tower 
800 Boylston Street
BostonMA 02199-3600

 

Directions to the Prudential Tower and parking

 

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