April 29, 2014 (Tuesday)
INTRODUCTION TO PLANNED GIVING
This session will define what “planned giving” should mean to an average fundraiser, make the case for all nonprofits to ramp up their planned giving efforts, and provide an overview of all of the giving options that will be covered during the entire course.
May 6, 2014 (Tuesday)
11:00 am – 12:30 pm
KICKING OFF YOUR LEGACY GIVING CAMPAIGN
Using the term “campaign” loosely, this session will focus on the steps you need to implement to launch your legacy giving program. Whether you want to call it a society or campaign, the concepts are the same – we will discuss building momentum, developing your case for legacy giving and various little things others have used to successfully launch their programs.
May 13, 2014 (Tuesday)
11:00 am – 12:30 pm
INITIATING THE LEGACY CONVERSATION AND GETTING TO THE ASK
This session will focus on a core challenge in cross-training fundraisers in planned giving: initiating planned giving conversations and leading these conversations to a completed gift. We will not only discuss several actual case studies but we will ask participants to introduce their own case studies for group discussion and turning your “case for legacy giving” into your legacy giving “elevator-pitch.”
Session 4:
May 20, 2014 (Tuesday)
11:00 am – 12:30 pm
PRIMER ON BASIC TAX LAW AND FINANCIAL PLANNING CONCEPTS
This session is designed to clarify the various tax and financial planning issues that your prospects may expect you to be conversant on during planned giving discussions – a must for fundraisers discussing planned gifts and any complex gift arrangement.
Session 5:
May 27, 2014 (Tuesday)
11:00 am – 12:30 pm
LIFE INCOME GIFTS
This session will delve into the entire area of “life income gifts,” seen by many as the heart of planned giving providing some of the most interesting options for donors to consider. Building upon our initial introduction to planned giving vehicles and tax/financial planning concepts in prior sessions, we will go into depth on the specific options available, the details as to how they work, and start preparing fundraisers to identify ideal circumstances and how to initiate conversations.
Session 6:
June 2, 2014 (Monday)
11:00 am – 12:30 pm
BEQUESTS AND OTHER TESTAMENTARY GIFTS
This session will go into depth on what has proven to be the largest source of planned giving revenue by far in the nonprofit sector: bequests and other testamentary gifts. While bequests are often referred to as the most “simple” of planned gifts, there are numerous details and options fundraisers need to be aware of to maximize their effectiveness in this area. Additionally, we will cover non-Will testamentary options like IRAs and other account designations, which are becoming more and more important among baby-boomer prospects.
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