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Please click on the links below to download the handouts for the 2020 Planned Giving Course.
Day 1: Thursday, September 24, 2020
Session 1: Taxes / Appreciated Assets Lynn Malzone Ierardi, JD
Session 2: Bequests and Beneficiary Designations Anat Becker
Session 3: Charitable Gift Annuities/Charitable Trusts David Toll, JD
Session 4: Gifts with External Controls Dan Greenspon, CAP®
Session 5: Planned Giving in Comprehensive Campaigns: Organizational Infrastructure for Planned Giving Lynn Malzone Ierardi, JD
Session 6: Planned Giving Messaging Joe Tumolo, CAP
Address:P.O. Box 579Moorestown, NJ 08057-0579
Phone: (267) 597-3817 Fax: (856) 727-9504 E-mail: info@pgcgp.org
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