Planned Giving 101 – Vancouver

NWPGRT is pleased to introduce Planned Giving 101 Series, a quarterly afternoon session targeted for those newer to planned giving or interested in learning the ropes in this field. Well-seasoned, senior NWPGRT members will present PG 101 topics in an informal and casual setting.

Mark your calendars for these 2017 dates in Vancouver – June 1, August 24 and November 2. The sessions will be held from 3:00-4:0 p.m. in the Esther Short Community Room, 610 Esther Street, Vancouver, Washington.

We are excited to announce that Rebecca Bibleheimer from US Bank Charitable Services Group and Michael Davis from Lewis & Clark College will be our first two speakers.

June 1 – All About Taxes: Rebecca Bibleheimer, JD, LLM, from US Bank’s Charitable Services Group, will provide an overview on income, gift, and estate taxes for anyone working with charitable gifts.

August 24 – Your Best Planned Gift Prospects: using the data you already have

November 2 – Introduction to Life Income gifts

Attendance is free for NWPGRT members and $30 per session for non-members (or $75 for all 3 in 2017). Please send payment to NWPGRT, PO Box 55515, Portland OR 97238