Planned Giving 101 – Portland

NWPGRT is pleased to introduce Planned Giving 101 Series, a quarterly afternoon session targeted for those newer to planned giving or interested in learning the ropes in this field. Well-seasoned, senior NWPGRT members will present PG 101 topics in an informal and casual setting.

Mark your calendars for these 2017 dates – April 27th, July 27th and October 26th. The sessions will be held 3:30-4:30 p.m. in downtown Portland at U.S. Bank (111 SW 5th Ave., Suite 600)

Introduction to Taxes for Gift Planners

This session will give attendees an overview of the basic income and transfer tax structures in the US. The information will be presented in a way designed to assist nonprofit development staff, major gift officers, and planned giving officers understand their donors’ tax consequences in making charitable gifts to their organizations.

Rebecca Bibleheimer is a Senior Philanthropic Advisor and Vice President with the US Bank Charitable Services Group. She works exclusively with tax exempt organizations and individuals with philanthropic intent and her specialty is planned giving.

Attendance is free for NWPGRT members $30 for non-members. Please send payment to PO Box 55515 | Portland OR 97238