Join us to learn with speaker
Rick Peck
Independent Philanthropy Consultant at The Philanthropy Guy, LLC
Rick Peck
Independent Philanthropy Consultant at The Philanthropy Guy, LLC
Tuesday, January 28, 2025
Registration opens 8:00 AM
Program: 8:30-11:00 AM
The Discovery (Collaboratory Room)
490 South Center Street; Reno, NV 89501
Registration opens 8:00 AM
Program: 8:30-11:00 AM
The Discovery (Collaboratory Room)
490 South Center Street; Reno, NV 89501
What You Need to Know Regarding Charitable Giving in 2025 and Under the New Administration
In this session, attendees will get a primer on:
- Potential impacts on charitable giving due to the 2024 election results
- Dollar threshold updates related to the gift tax exclusion, cash and non-cash gift deductibility, annual gift exclusions, and Qualified Charitable Distributions (QCDs)
- The many types of non-cash asset donations and why advisors should suggest them to clients
- Split-interest giving (Charitable Gift Annuities and
- Charitable Remainder Trusts)
- Donor-Advised Funds and other charitable giving vehicles
- Entry points into the charitable giving conversation
CEUs available for CFPs, CTFA, CAPs, CPAs, CFREs, and lawyers (NV CLE).
PROGRAM IS FREE FOR PGRT and EPCNN MEMBERS; $60 NON-MEMBERS.
Sign up as a member of PGRT or EPCNN to get complimentary access to this program and others throughout the year.
Annual Membership in PGRT is only $125. Sign up today.
For more information about joining EPCNN please visit: https://www.epcnnevada.org/members/application.
PROGRAM IS FREE FOR PGRT and EPCNN MEMBERS; $60 NON-MEMBERS.
Sign up as a member of PGRT or EPCNN to get complimentary access to this program and others throughout the year.
Annual Membership in PGRT is only $125. Sign up today.
For more information about joining EPCNN please visit: https://www.epcnnevada.org/members/application.
Space is limited. Please RSVP below or by emailing [email protected]
Thank You to Our Event Sponsor
Thank You to Our Nonprofit Event Sponsor
Thank You to PGRT's Sponsors
PLATINUM LEVEL
SILVER LEVEL