Webinar Series - Fundamentals of Planned Giving Course 2026 | PG Calc

Thank you for registering for this webinar series. Slides, handouts, and replays are linked below. The replays will be available for 60 days following the webinars.

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Title:

Fundamentals of Planned Giving Webinar Series 2026

Event Date:

Tuesday, July 07, 01:00 PM-02:30 PMTuesday, July 14, 01:00 PM-02:30 PMTuesday, July 21, 01:00 PM-02:30 PMTuesday, July 28, 01:00 PM-02:30 PM

Presenter:

Craig Wruck

Handouts

Part 1 Paper - Tax Fundamentals360.64 KB

Part 1 Slides - 1 per page537.14 KB

Part 1 Slides - 3 per page695.47 KB

Part 2 Paper - Basic Planned Giving Methods293.21 KB

Part 2 Slides - 1 per page401.15 KB

Part 2 Slides - 3 per page559.45 KB

Part 3 Paper - Assets Used for Charitable Contributions290.26 KB

Part 3 Slides - 1 per page1.47 MB

Part 3 Slides - 3 per page1.51 MB

Part 4 Paper - Advanced Planned Giving Methods331.69 KB

Part 4 Slides - 1 per page405.86 KB

Part 4 Slides - 3 per page568.57 KB

IRS Pub 526 Charitable Contributions (2025)1.36 MB

IRS Pub 561 Valuation (2025)1.17 MB

IRS Pub 1771 Substantiation (2023)208.9 KB

IRS Form 8283 & Instructions (2025)815.08 KB

Session Replay/Recording

Fundamentals of Planned Giving - Part 1 recording147.14 MB

Fundamentals of Planned Giving - Part 2 recording190.48 MB