Thirteenth Annual Primer 2008
Planned Giving Round Table of Orange County
The Planned Giving Round Table of Orange County is offering
professionals in Orange County and surrounding communities the
opportunity to attend an educational and motivational one-day
Primer on Planned Giving.
The PGRT Primer 2008 will feature some of the most highly
regarded national experts in the fields of estate planning and
planned giving.
This year’s Primer 2008 has sessions specifically designed for
those with little experience or knowledge in the field of
planned giving.
Topics Include:
- How To Setup a Planned Giving Office - 8 Keys for Success
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Planned Giving Marketing
- Tax Benefits of Planned Giving
Date: Wednesday, September 10,
2008
Time: 8:00a.m. - 4:00p.m. (check-in 8:00 - 8:30a.m.)
Location: Northern Trust, 16 Corporate Plaza, Newport Beach, California
Cost: $85 per attendee
(includes workbook, continental breakfast, lunch and parking)
Deadline date to submit application - Sept. 5, 2008!
Space is Limited - Please Register Early! |
Scholarships available (for PGRT members only)
Please call/e-mail the PGRT Association Office for application at 866-921-6440 or info@pgrtoc.org
Primer Registration Form (PDF)
Online Primer Registration and Payment
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