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