Heidi Strassburger Masters Program - Aug 9, 2016
Heidi Strassburger Masters Program
8:30-11:30 a.m. (8:00 a.m. Check-in)
Insider Information About Insiders and Planned Gifts
8:30-11:30 a.m. (8:00 a.m. Check-in)
Insider Information About Insiders and Planned Gifts
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
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 LocationThe City Club
155 Sansome Street San Francisco, CA 94104 |