ESTATE PLANNING COUNCIL OF NORTHERN NEVADA

Please join the Planned Giving Round Table of Northern Nevada (PGRT) and the Estate Planning Council of Northern Nevada (EPCNN) for a speaker program with Rick Peck, Independent Philanthropy Advisor with The Philanthropy Guy, LLC. 

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

This program is free for PGRT or EPCNN members; $60 registration fee for nonmembers. If you’re not already a member of PGRT or EPCNN join today to gain access to this and other programs throughout the year.

For more information about joining EPCNN please visit: https://www.epcnnevada.org/members/application.

For more information about joining PGRT please visit: https://www.pgnv.org/membership.html.

Continuing education credits are available for CFPs, CTFA, CAPs, CPAs, CFREs, and attorneys (NV CLE).

RESERVE YOUR SPACE TODAY at PGNV.ORG/WINTER2025 or by emailing inquiries@pgnv.org

ABOUT THE SPEAKER

Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC working with nonprofits, donors, potential donors, and professional advisors. He is also the founder of The Philanthropy Guy, LLC, an emerging, leading-edge charitable giving resource hub featuring a bi-weekly podcast series, interactive website, and asynchronous and live learning opportunities.

From July 2023 through January 2024, Rick served as interim VP for Development at the Silicon Valley Community Foundation-—the largest community foundation in the world. For six years prior to that, as VP for Development and Philanthropy Services, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement, and donor services. Rick also served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, working with grateful patients and families as well as medical school alumni to achieve their philanthropic goals. 

We hope you can join us for this program.

We are grateful for our Event Sponsor - American Wealth Management