NOTE: This training is tentative based on pandemic conditions leading up to the training date. Please call us if you have questions or if you are interested in attending at 888-474-2252.
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. This class is taught using both the desktop version of PGM and the web-based version, PGM Anywhere.
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. Advance preparation for the course is not necessary.
We will relate estate and financial planning concepts such as capital gain, transfer taxes, and qualified retirement plans to charitable gift planning. We will cover Retained Life Estates, Testamentary Remainder Trusts, Lead Trusts, and Estate Planning Models using both the desktop version of PGM and the web-based version, PGM Anywhere.
- Create a Charitable Remainder Unitrust Proposal with a Flip Provision
- Model Non-Grantor Lead Trust
- Calculate gift taxes on life income plans
- Create a Retained Life Estate Proposal
- Testamentary Gifts of Retirement 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.
Full participation in the Gift Planning Advanced course is approved for 5.5 points in Category 1 .B – Education of the CFRE International application for initial certification and/or recertification. This course is also approved for 5.5 CFP* credits. Prerequisite: None. Course level: Advanced. Instructional method: Group-live.
For information on policies on cancellations, complaints or refunds, please contact Michael Heep at 888-474-2252.
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.