Planned Giving Fundamentals

Looking for an introductory session that covers the basics of planned giving?  Or maybe a refresher on planned giving strategies and how to talk about them with donors?  Then the Sacramento Planned Giving Forum’s Fundamentals program is for you!  The course offers an emphasis on learning the concepts and developing a conversational understanding of the technical topics so you can speak with confidence to donors and prospects.  If you are new to planned giving, need a refresher, or are a development generalist, this seminar will give you an overview of gift planning and the tools you need to make the most of it.  All attendees will receive a copy of Craig Wruck’s book Planned Giving in a Nutshell.

Who should attend this session?

Summary and Objectives:

Craig C. Wruck
Senior Advisor, PG Calc

Craig Wruck’s experience in charitable giving spans more than 40 years in both nonprofit and for-profit organizations.  He has served at the University of Minnesota, Humboldt State University, Minnesota State University, and the Saint Paul Community Foundation.  In addition, he has worked for U.S. Trust Company, US Bank, and Kaspick & Company.  Craig currently serves as senior advisor at PG Calc.

He is past president of the National Association of Charitable Gift Planners and has served as a member of its board of directors and as chair of its government relations committee.  Craig is the author of Planned Giving in a Nutshell, a practical guide to planned giving for development generalists.  He earned his MBA from the University of St. Thomas and his bachelor’s degree in journalism from the University of Utah.

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Member Registration – $130.00

Non-Member Registration – $195.00 (includes 1-year membership to PGFGS)

* Registration includes lunch & a copy of Craig Wruck's latest book, Planned Giving in a Nutshell 9th Ed.