Tax Info Every Gift Planner Should Know

Thursday, August 29, 2019
12:30 pm2:30 pm

Gift planners are not tax advisors. Nevertheless, you will have richer conversations with your donors and provide them with better proposals when you incorporate key tax concepts into your thinking. This presentation will explore the tax considerations that gift planners should keep in mind when analyzing the costs and benefits of making different planned gifts.

Presenter: Jeffrey Frye, Sr. Client Services Advisor, PG Calc

Location & Fee Sponsors Needed!