Tax Info Every Gift Planner Should Know (Webinar)
Presenter: Jeffrey Frye, Sr. Client Services Advisor, PG Calc
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.
Program & Location Sponsor: Michigan Humane Society