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Basics of Planned Giving: Session 2 – Current Gifts

October 15 @ 12:00 pm - 1:00 pm

Current Gifts

with

Kaarin Austin, JD – Director of Gift Planning, Pacific Lutheran University

Outline:

I. Cash
II. Appreciated property
III. Specific assets

A. Stocks
B. Mutual funds
C. Tangible property
D. Real estate

IV. General deductibility rules

A. 60% rule
B. 30% rule
C. Carryovers

V. Donor Advised Funds

Each fall, SSPGC offers our community an opportunity to acquire a basic knowledge of planned giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. If in-person instruction is offered, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch!

Cost (for entire 7 session series):

  • $45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members
  • $95 (+$2.50 for online registration) for non-members, includes SSPGC membership

Register: sspgcouncil.org/events-page/

Details

Date:
October 15
Time:
12:00 pm - 1:00 pm
Event Category:

Venue

Virtual

Organizer

SSPGC

Details

Date:
October 15
Time:
12:00 pm - 1:00 pm
Event Category:

Venue

Virtual

Organizer

SSPGC