Wednesday, September 20, 2023 Lunch ‘N Learn
10:30 a.m. - 12:00 p.m. View Webinar Recording
12:00 p.m. - 1:00 p.m. MPGC Lunch & Learn Discussion

PG Calc's Webinar "Taxation Basics for Gift Planners"
presented by Craig Wruck, Senior Advisor at PG Calc

"Whether you are a gift planning specialist or a fundraising generalist, there are some essentials you should know about Federal taxes. In this webinar, Craig Wruck will cover the basics of the income tax and transfer taxes (gift taxes, estate taxes, generation skipping transfer taxes). Craig’s focus will be on a conceptual understanding that will equip you to provide clear and concise explanations to your donors. In addition to the basics of taxation, Craig will describe the tax benefits associated with charitable gifts and factors that can affect these benefits. His discussion will be based on current tax law."

Maine Planned Giving Council Lunch ‘N Learn Hosts