How to Build Out Your Planned Giving Program: Data Segmentation, Marketing, and How to Talk to Donors About Legacy Gifts
WORKSHOP DESCRIPTION
Wealth is not in cash - it is in appreciated non-cash assets. We'll review some easy steps that a nonprofit can take to begin planned giving to get those appreciated assets. We'll then move into a breakdown of the variety of non-cash assets, whether a nonprofit wants to include them in their Gift Acceptance Policy, and how to talk with professional advisors and donors about those appreciated assets that can become major income for nonprofits.
Who Should Attend?
Individuals eager to plan their giving program.
What The Training Will Cover
Our job as nonprofits:
To educate and train donors to get in the habit of thinking first of gifts of non-cash assets
Demonstrate that gifts of non-cash assets can be less expensive to the donor
To understand our limits as non-licensed staff and ramping up our relationships with the professional advisors who are licensed to do this work
Steps to start planned giving
Practical
Philosophical
Policies
Gift Acceptance
Investment
Non-cash assets
Stock
Grain
QCDs from IRAs
Beneficiaries
Donor Advised Funds
Real estate, including farmland
Personal property
Traditional planned giving tools
Wills and estates
Charitable Gift Annuities
Charitable Remainder Trust
Charitable Lead Trust
Retained life estate
REGISTRATION TYPE & FEE
Premier Members
FREE
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Members
$30
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Non-Members
$50
Additional Information
All workshops are live & recorded. Registrants receive slides & recordings. It is best to attend live. If you miss the workshop, you can watch the recordings and reach out to the instructor with any questions.
Looking to register 3+ people? Email us at program@nonprofitlearninglab.org to receive $5 off per registration!
Please Note:
We do not offer any other discounts for this training other than the member rate. Upon registration, you will receive a link to participate in the training. Please check your inbox or spam folder.
ABOUT THE TRAINER
Julianne Buck, CAP®, has been Executive Director of the Community Foundation of Grundy County (IL) for 22 years and has taken their assets from $0 to $22 million. As a small, rural shop, Julianne has performed all roles within a nonprofit – often all in one day.
WE OFFER CFRE & CAE CREDITS
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1 hour of training = 1 credit hour
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