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