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  Northern California Planned Giving Council

Quick Links:
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Heidi Strassburger Masters Program - Aug 9, 2016

Register Now

Heidi Strassburger Masters Program 
8:30-11:30 a.m.  (8:00 a.m. Check-in) 
​
Insider Information About Insiders and Planned Gifts
Picture
Featuring:
Reynolds Cafferata 
Partner
Rodriguez, Horii, Choi and Cafferata, LLP

​​
Program Description:  Presentation will cover the private foundation self dealing rules and public charity excess benefit limits and identify where they impact planned giving and how to address them.  Situations covered will include split interest trusts, pledge agreements and gifts from private foundations and donor funds.  
​
Continuing Education Credit Pending Approval: 
3 Hours MCLE, CFP, CPE, & CFRE


Program Fees

$75 - Member Rate
$90 - Non Member Rate

​Pre-register by Aug. 4, 2016  $10 Price Increase for Registrations at Door

Event Location

The City Club
155 Sansome Street
San Francisco, CA 94104

Contact Us

NCPGC
14814 Bronson Ave.
San Jose CA 95124
415-738-8438
info@ncpgcouncil.org
© 2017-2023 Northern California Planned Giving Council                                   Website Hosted By LiveImpact
  • Home
  • About Us
    • Council History
    • 2023 Council Leadership
    • Donate
    • Get Involved
    • Recognition >
      • Hoffmire Award
      • Philanthropist Award
    • Privacy Policy
    • Contact Us
  • Membership
    • Join/Renew
    • Member Directory
    • Model Standards of Practice
  • Education
    • 2023 Upcoming Events
    • Heidi Strassburger Masters Programs
    • Programs History
    • Mentorship Program
    • Leave Your Legacy
    • Partner Events
  • 2023 Annual Conference
    • NCPGC 2023 Annual Conference
    • NCPGC 2023 Conference Schedule
    • NCPGC 2023 Conference Speakers
    • NCPGC 2023 Conference Sponsors