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Basics of Planned Giving: Session 4 – CGAs & Remainder Interests

October 29 @ 12:00 pm - 1:00 pm

CGAs & Remainder Interests

with

Doug Page, CAP®, Executive Director, Gift Planning and Grant Development at Pacific Lutheran University

Outline:

I. CGAs October 29, 2021

A. Definition
B. Types

1. Immediate
2. Deferred

C. Varieties
D. Basic Washington rules
E. Reinsurance
F. Community foundations

II. Remainder interests

A. Home
B. Farm

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 SSSPGC 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 29
Time:
12:00 pm - 1:00 pm
Event Category:

Venue

Virtual

Organizer

SSPGC

Details

Date:
October 29
Time:
12:00 pm - 1:00 pm
Event Category:

Venue

Virtual

Organizer

SSPGC