Click here to hear about this course from the Director of The Fund Raising School
Position your organization to be part of the multi-billion dollar wealth transfer.
You'll Learn How To
- Determine if your organization is ready for a planned giving program
- Understand the benefits to donors for making planned gifts
- Recognize which planned gifts are best for certain donor situations
- Match donor needs to your nonprofit's needs
- Understand appreciated property, deposit agreements, wills and bequests, insurance and charitable lead trusts.
What You'll Receive
- Easy-to-understand Study Guide as a handy reference
- IRS information
- How to start and market a new program
- Sample forms and documents that can be applied to your program
- Planned gift development bibliography
Class Schedule (3 days)
8:30 a.m. - 5:00 p.m.
Class Size Limit: 40 CEUs: 2.0
