Schedule and Fees
Date: Classes have been cancelled for the 2011-2012 year due to low enrollment.
Module One
- Financial Planning - James F. Normandin & Daniel E. Parr
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Module Two
- Tax Planning - Matthew Rayer & Bill Hranchak
- Elder Care - David M. Harrison
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Module Three
- Estate Planning - Jessica Dorman-Davis & Reynolds T. Cafferata
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Module Four
- Charitable Gifting Part One: Assets and Entities - Fred J. Marcus
- Charitable Gifting Part Two: Other Deferred Gifting Techniques - Claudia B. Sangster & Steve Chidester
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Module Five
- Charitable Gifting Methods: Charitable Remainder Trusts - Marc Hoffman
- International Gift Planning - Jane Peebles
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Module Six
- Administration and Operation of Planned Giving Programs - Charles J. McLucas, Jr
- Marketing Planned Giving - Vincent J. Fraumeni
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Practicum Evaluation
To earn your CSPGCM Designation, you must complete Modules One-Six and the Practicum