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PG Fundamentals Course
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Thursday, November 15, 2018 

Tufts University, Medford, MA

 

Scholarship Opportunity Available!

 

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

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

 

Location

Tufts University
Breed Memorial Hall

51 Winthrop Street
Medford, MA 02155


Directions from Parking: 

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)

 

Directions, Transportation & Parking:

Directions to Breed Memorial Hall

Directions to Dowling Hall Garage



 

Registration & Fee

*Registration Limit is at 180*

 

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

 

 

PG Fundamentals Scholarship is available!

 

 

Registration Policy:  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 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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