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News & Press: Announcements

Back by Popular Demand - PG Fundamentals Course

Tuesday, October 1, 2019  
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PGGNE is pleased to announce that REGISTRATION IS OPEN for our ever popular PG Fundamentals Course. The event will be held on Friday, November 15th from 9:30 a.m. to 4:30 p.m.at Ropes & Gray LLP in Boston, Massachusetts. Craig C. Wruck returns to present the course. Craig, a 1999 recipient of the David M. Donaldson Distinguished Service Award from PGGNE, has experience in charitable giving spanning 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. Included in the registration fee of $225 for members and $250 for non-members is lunch, and a copy of Craig's book Planned Giving in a Nutshell.

 

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

PGGNE expresses gratitude and appreciation to our PG Fundamentals host Ropes & Gray LLP and sponsor TIAA Kaspick. Their support helps us provide this program to you.

 

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