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Event Description

The South Carolina Planned Giving Council and SCACPA, in cooperation with Association of Fundraising Professionals, SC Lowcountry Chapter; Coastal Community Foundation presents a session of planned giving education.

Learn the basics of incorporating gift planning into your fundraising and professional practice.  Froom identifying prospective planned giving donors to having the conversation to working with a donor’s advisory circle, this program will help support you in your efforts to develop and grow planned gifts to you organization and better serve your donors.

Lunch will be provided.

CFP and CLE credit has been applied for.

Major Subjects

Planned Giving 101
Planned Giving Implications for CPAs & Financial Planners 
Ethics for Tax Practitioners before the IRS and SC Department of Revenue

Discussion Leaders

Clay Grayson, CPA, Esquire

Peggy Cieslkowski, CPA

Melissa Levesque, CPA