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How to Build Your Own Planned Giving Program

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. 
 
Learning Objectives:
  • 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
Course ID/# : 3826/630084
Tuition: $70.00



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