You don’t have to be an accountant or understand complex tax laws to attract planned gifts. Essentials of Planned Giving provides an overview of the most common types of gifts given in wills and estates. The class covers planned giving principles and offers strategies that nonprofits can immediately implement to create a planned giving program. You’ll come away knowing how to identify your best planned giving prospects, explore their giving interests, strategic questions you can use to advance your relationship with donors, and how to find the intersection between their interests and your mission plus simple next steps to get started.
Objectives:
- Understand legacy fundraising principles.
- Increase your knowledge about the most common types of planned gifts.
- Identify the best potential planned givers from your donor database.
- Develop strategic questions & ask strategies to explore donor interests.
- Learn next steps you can implement immediately.
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