Monday, July 14, 2025 MPGC Lunch ‘N Learn
11:00 a.m. - 12:00 p.m. View Webinar Recording
12:00 p.m. - 1:00 p.m. MPGC Lunch & Learn Discussion

PG Calc's Webinar Recording "Success with Life Insurance"
presented by Craig Wruck, Senior Advisor at PG Calc
"
Life insurance: the bane of charitable giving, right? Not so fast! Too often, life insurance is presented as a riddle wrapped in a mystery inside an enigma. That’s too bad because a well-planned contribution of life insurance can be extremely beneficial for the organization as well as the donor. Life insurance is a powerful financial planning tool but, at its core, a charitable contribution of life insurance is simply a gift of valuable property. In this webinar, we will explore examples of life insurance gifts that really worked and review some of the pitfalls to be avoided."

Maine Planned Giving Council Lunch ‘N Learn Hosts

 

J. Bradford coffey, Esq.

President of Covenant Health Foundation and a Senior Vice President at Covenant Health

JOSEPH PRATT

Senior Vice President, Senior Wealth Manager, at Bar Harbor Wealth Management