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PG 201
May 1, 2023 | 10:00 AM - 4:00 PM
University Club of Pasadena
Have you been involved in Planned Giving for a while? Do you want to go deeper and understand the tax aspects of Charitable Planned Giving so you can educate your donors on how taxes influence the type of planned gift vehicles they should consider? Are you ready to “think outside the box” and prepared to talk about multiple planned giving strategies to more closely meet your donor’s objectives as well as the nonprofit you represent?
Then this “Planned Giving 201” class is designed for you!
Cost: $99 (includes lunch)
This class will provide you with a foundation of the various tax regimes that impact charitable giving. Having a basic understanding of the tax system does not mean becoming an accountant or tax lawyer but by knowing “just enough” you will be more confident in designing a plan for and with your donor and their advisors to produce a tax effective gift strategy that maximizes the tax benefits as well as the financial and charitable benefits they desire.
Along the way, you will participate in role play where you and your fellow participants will work together to understand the objectives of your fictional donors and discuss the various types of planned gifts that could be designed for such donors.
This is a journey exploring all types of gift structures from the simplest outright present gifts (e.g., bargain sales, non-trust gifts, etc.,) to deferred methods (e.g., wills, charitable trusts, charitable gift annuities, and retained life estates in a residence or farm, charitable lead trusts, etc.). Ultimately, the course focuses on interpreting the data gathered and the introduction of those charitable gift strategies which may complement the client's overall objectives.
Your instructors are Claudia Sangster and Steve Chidester, veterans in the world of planned giving and longtime supporters of the LACCGP Planned Giving 101 course.
INSTRUCTORS:
Claudia B. Sangster, Independent Consultant; former Senior Vice President and Director of Family Education and Governance in Wealth Management, Northern Trust Company
Steven J. Chidester, Partner, Private Client and Tax Team, Withers Bergman LLP
Cancellation Policy:
LACGP regrets that refunds will not be given for no-shows. A refund of full registration is permitted prior to an event by submitting a written request to [email protected].
LACGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of LACGP will be limited to a refund of the attendee’s registration fee.
Consent Clause
Photo Release:
Registration and attendance at, or participation in, LACGP meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and recordings of such events and activities by LACGP and other third parties, including but not limited to the venue, sponsors, and destination organizations (i.e. CVBs). Your registration may include technology that monitors your activities throughout the meeting, such as session attendance.
Email/Mail Release:
LACGP will provide attendee contact information and email addresses to program sponsors and exhibitors of certain LACGP events. The information provided to program sponsors and exhibitors will only be used to inform the attendee of promotions and networking opportunities with the program sponsors and exhibitors at the event. Attendee information is never given to any other parties. LACGP does not sell attendee information. For those LACGP events with program sponsors/exhibitors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program sponsors/exhibitors via email or mail.
The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider #3889 of MCLE credit by the State Bar of California and for CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines.
Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the obligation of each licensee to select a course of study consistent with CBA requirements.
Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.
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