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Taxation Basics for Gift Planners (Seminar)

Thursday, August 31, 2023
12:30 pm2:00 pm
The Detroit Zoo, Royal Oak

Presenter: Craig Wruck, Senior Advisor, PG Calc

Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this seminar, Craig will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Craig’s focus will be on a conceptual understanding that will equip you to provide clear and concise explanations to your donors. In addition to the basics of taxation, Craig will describe the tax benefits associated with charitable gifts and factors that can affect these benefits. His discussion will be based on current tax law.

Fee Sponsor: Rose Hill Center
Location Sponsor: Detroit Zoological Society, Royal Oak

Approved for 1.0 CFRE CE credits.