Comprehensive Planned Giving Seminar
January 22, 2016
A Comprehensive Planned Giving Seminar
Sponsored by the San Diego Planned Giving Partnership
Hosted by American Red Cross of San Diego/Imperial Counties
Claudia B. Sangster, Esq., Instructor
Director, Family Education and training Governance, Wealth Advisory Services, Northern Trust
Steven J. Chidester, Esq., Instructor
Partner, Withers Bergman, LLP
Invest in your professional development and value. Strengthen your practical knowledge and planned giving skills at this hands-on workshop. Join highly regarded instructors, Claudia Sangster and Steven Chidester, for a full day focused on providing you with valuable knowledge that can be immediately applied in your daily work with clients. This seminar will increase your capacity to advise clients on basic and more complex gift planning topics and opportunities to supplement their overall financial and estate plans.
The Program:
- Provides an understanding of all planned giving arrangements
- Reviews current income, estate and gift tax laws that affect philanthropy and the transfer of wealth
- Explores outright and deferred methods of charitable giving
- Provides an overview of charitable gift substantiation rules for maximum tax benefits
- Lunch is included with registration
- Pending approval of continuing educational credits for CFP®, CFRE, CPE, and CSPG.
January 22, 2016
9:30 am - 4:30 pm
American Red Cross of San Diego/Imperial Counties
3950 Calle Fortunad
San Diego, CA 92123
