Gift Planning Advanced Overview

This full day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager.

Fees and Policies
Training Location Detail

Who can benefit from this class?
The advanced session presumes a basic familiarity with planned gift arrangements either through attending our introductory session or prior experience. We also assume a similar familiarity with Planned Giving Manager software through work experience or our introductory training.

Topics Covered:
We will relate estate and financial planning concepts such as capital gain, transfer taxes, wealth replacement and qualified retirement plans to charitable gift planning. Gift planning options include Retained Life Estate, Testamentary Remainder Trusts, Lead Trusts, and Estate Planning Models.

Create a Retained Life Estate Proposal
Marketing Build-Up Gifts
Testamentary Gifts of Retirement Plans
Introduction to Estate Planning Models
Model Grantor and Non-Grantor Lead Trust
Calculate gift taxes on life income plans

Schedule for the Day

The session runs from 9:00 a.m. to 4:00 p.m.
Two 15 minute breaks, morning and afternoon with an hour for lunch on your own at noon.
Continental breakfast will be provided before the start of the session and refreshments during breaks.
Please be in the room by 8:30 a.m. so that the session may begin on time.

PG Calc Incorporated is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

CPE and CFP credits: 7.0 Prerequisite: None. Course level: Basic. Instructional method: Group-live. For information on policies on cancellations, complaints or refunds, please contact Dyke Tilt at
(888) 474-2252.

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Our Solutions > Program Planning Overview Starting up a Program Program Assessments Gift Annuity State Registration Gift Annuity Resource Manual Planned Giving for Canadians > Gift Planning Overview Planned Giving Manager GiftStory GiftCalcs BatchCalcs Staff Support Donor Support Cross-Border Giving > Gift Administration Overview GiftWrap Pooled Fund Organizer Gift Administration Services Compliance Reporting Staff Support		This full day seminar explores gift planning beyond the basics. We will review advanced gift planning techniques including retained life estates, charitable lead trusts, and estate planning models using the flexible functionality of Planned Giving Manager. Fees and Policies Training Location Detail Who can benefit from this class? The advanced session presumes a basic familiarity with planned gift arrangements either through attending our introductory session or prior experience. We also assume a similar familiarity with Planned Giving Manager software through work experience or our introductory training. Topics Covered: We will relate estate and financial planning concepts such as capital gain, transfer taxes, wealth replacement and qualified retirement plans to charitable gift planning. Gift planning options include Retained Life Estate, Testamentary Remainder Trusts, Lead Trusts, and Estate Planning Models. Create a Retained Life Estate Proposal Marketing Build-Up Gifts Testamentary Gifts of Retirement Plans Introduction to Estate Planning Models Model Grantor and Non-Grantor Lead Trust Calculate gift taxes on life income plans Schedule for the Day The session runs from 9:00 a.m. to 4:00 p.m. Two 15 minute breaks, morning and afternoon with an hour for lunch on your own at noon. Continental breakfast will be provided before the start of the session and refreshments during breaks. Please be in the room by 8:30 a.m. so that the session may begin on time. PG Calc Incorporated is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. CPE and CFP credits: 7.0 Prerequisite: None. Course level: Basic. Instructional method: Group-live. For information on policies on cancellations, complaints or refunds, please contact Dyke Tilt at (888) 474-2252.

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