Planned Giving 101, a three-part webinar series.

February 26 | March 5 | March 12

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Presented by:

• Aaron Levinson, Vice President, Planned Giving, Los Angeles Jewish Health
• Cynthia Hizami, Director of Planned Giving, West Coast Jewish National Fund
• Sarah Whelan, Trust and Estate Administrator, Loyola Marymount University
• Steven Adamian, Associate Senior Vice President, Gift Planning, Children's Hospital Los Angeles

Our goals for the course are simple: Invest in your professional development and value. Strengthen your practical knowledge and planned giving skill set at this “roll up your sleeves,” hands-on workshop. Join highly regarded instructors for a workshop focused on providing you with valuable knowledge that can be immediately applied in your daily work. Taught over three consecutive weeks to enable you to put what you learn into practice between sessions and share your experiences with your cohort, this course will increase your capacity to advise donors on basic and more complex gift planning topics and opportunities.

COURSE OUTCOMES:
- Provide an understanding of planned giving fundamentals
- Develop familiarity with the income, estate, and gift tax structures that affect gift-giving and the transfer of wealth
- Explore outright and deferred methods of charitable giving
- Provides an overview of charitable gift substantiation rules for maximum tax benefits
- Suggestions for planned giving in economically challenging times

WHO SHOULD ATTEND?:
- Anyone new to the field of planned giving who desires a solid, basic foundation in the planned giving fundamentals.
- Those who are in small fundraising shops who want to improve their ability to share planned giving options with their donors.
- Financial advisors and major gift officers.

REGISTER NOW