We are on the front end of the “Great Transfer”. Over the next 30 to 40 years over $30 Trillion (yes, with a “T”) will be passed down from one generation to the next. What’s more, the bequests will be done by a generation that strongly believes in philanthropy. As much as 10% of this wealth is likely to end up with charities.
Have you taken the necessary steps to ensure that your non-profit will receive a share of these funds?
This class is designed for nonprofit managers and board members who want to establish or strengthen a growing planned giving program. We will start with an overview of what Planned Giving is and work our way into a step-by-step guide on how to start a program.
- Understand the goals and objectives of a planned giving program
- Be familiar with the most common forms of planned giving
- Be able to design a basic planned giving program
- Be able to identify likely planned gift prospects