Planned Giving by the Numbers OverviewPlanned Giving by the Numbers Overview

Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answer the toughest prospect and advisor questions.

Fees and Policies
Training Location Details

Who can benefit from this class?
This course is designed for experienced gift planners and professional advisors who wish to deepen their understanding of the charitable deduction, gift annuity taxation, and other common planned gift calculations. A basic understanding of standard gift planning vehicles is assumed.

Topics Covered:
Over the course of the day, we discuss the following concepts as they relate to charitable gift annuities, charitable remainder trusts, charitable lead trusts, retained life estates, and pooled income funds.

Explore the logic underlying charitable deduction and gift annuity taxation calculations
Examine the influence of the IRS discount rate on different gift plans
Review the fundamentals of remainder trust taxation
Understanding the components of FASB liability and gift annuity reserve computations
Make clear income taxation and transfer taxation of planned gifts
Explain the calculations for gifts of an income interest and the 5% and 10% tests

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: Advanced. Instructional method: Group-live. For information on policies on cancellations, complaints or refunds, please contact Dyke Tilt at
(888) 474-2252.

		Getting Started What is Planned Giving Start Your Planned Giving Program Grow Your Existing Program Products Calculation & Proposal Software Web Marketing Applications Administration Software Publications Services Starting a Program Program Assessments Gift Annuity State Registration Gift Planning Staff Support Donor Support Direct Mail Personalization Cross-Border Giving Gift Administration Services Compliance Reporting Gift Administration Staff Support Support Knowledge Base GiftCalcs/GiftStory Log-in IRS Discount Rate Software Updates eRate Newsletters Non-Profit Resources Training Group Classes Training Options Calendar & Registration Fees & Policies Events Speaking Engagements Conferences Company About Us Our Staff Our Clients Contact Us

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		Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! This class will enable you to answer the toughest prospect and advisor questions. Fees and Policies Training Location Details Who can benefit from this class? This course is designed for experienced gift planners and professional advisors who wish to deepen their understanding of the charitable deduction, gift annuity taxation, and other common planned gift calculations. A basic understanding of standard gift planning vehicles is assumed. Topics Covered: Over the course of the day, we discuss the following concepts as they relate to charitable gift annuities, charitable remainder trusts, charitable lead trusts, retained life estates, and pooled income funds. Explore the logic underlying charitable deduction and gift annuity taxation calculations Examine the influence of the IRS discount rate on different gift plans Review the fundamentals of remainder trust taxation Understanding the components of FASB liability and gift annuity reserve computations Make clear income taxation and transfer taxation of planned gifts Explain the calculations for gifts of an income interest and the 5% and 10% tests 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: Advanced. 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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