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