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Events & Services

Please note all events are subject to rescheduling or cancellation. Check back for the latest information.

Planned Giving Seminars | Planning for the Changing Economy of Seniors

Vegas PBS Planned Giving Seminars | Charitable Planning

Contact Us

Jim Ludwig | Major Gifts Officer

Jim Ludwig
Major Gifts Officer
702.799.1010 x5361

Join Vegas PBS for a complimentary virtual seminar series to learn about Charitable Planning. Our upcoming seminar will provide information on these topics. 

  • Our upcoming seminar will provide information on these topics:
  • Annual Gifts
  • IRA RMD QCD - End of Year Giving
  • Secure Act
  • Digital Currency
  • Benefits of Donor Advised Funds
  • Gifting Appreciated Assets
  • Tax Planning & Charitable Giving: Why Is This Important? Tax Code Update on Charitable Giving
  • Tax Advantages of using a DAF: Lumping donations so that you receive the tax benefit, but give on your schedule
  • Categories of Appreciated Assets: Property, Stocks, Business Interest: How do you give it away while Minimizing taxation
  • Incoming Planning through Charitable Giving
  • Charitable Gift Annuities
  • Afterlife Gifts
  • Beneficiary Designations: Primary & Contingent / People & Charities
  • Bequests
  • Remaindermen
  • CRUT
  • Life Estate
  • Copyrights & Intellectual Property

David Straus

Shannon Evans

SEMINAR: Charitable Planning
FACILITATORS: David Straus and Shannon Evans
DATE: Tuesday, September 14, 2021 
TIME: Noon
3050 E Flamingo Rd., Las Vegas, NV 89121

RSVP now or contact Lana Prusinski at 
702.799.1010 x5499 
or to reserve your seat.

Planned Giving Seminars

June 2021

Wills and Trusts

Learn about wills and trusts and how to avoid probate.

May 2021

Guardianship and Care-Providing

Learn about the importance of guardianship and care-providing.

April 2021

 Real Estate in Retirement

Learn about different options for real estate in retirement.

March 2021

Planning for a Changing Economy for Seniors

Learn about the changing economy for seniors.

February 2021

Investing for Beginners and Intermediates

Learn about strategies for investing for beginners and intermediates and the CARES Act.

January 2021

Wills and Trusts 

Learn about the importance of wills and trusts and powers of attorney.

November 2020

Working in your 60s, 70s & 80s|Tax Planning

Learn strategies for working in your 60s, 70s and 80s and tax planning.

September 2020

Role of Investing, Medicare and Medicaid

Learn details about investing for healthcare and updates to Nevada Medicare/Medicaid laws.

August 2020

Guardianship, Care Providing & Hospice Care

Learn about guardianship, care providing and hospice care in Nevada.

June 2020

Wills and Trusts 

How to proactively prepare your will and trust and strategies to avoid probate.

May 2020

Charitable Planning 

Learn about the SECURE Act and the CARES Act and how it affects you.