Tax Info Every Gift Planner Should Know (Webinar)

Thursday, August 29, 2019
12:30 pm2:30 pm
Michigan Humane Society, 7887 Chrysler Service Drive, Detroit, MI 48211
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