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Class 1: The Essentials of Planned Giving
Are you a savvy development director or CEO with an established annual individual giving program and you think you’re ready for more? Have you heard about planned giving, but you’re not quite sure what it is or how to get started? Do you fear you just don’t have the time? In this class you will learn:
When you have completed this class, you will recognize the growing importance of planned giving in nonprofit fund development; understand the various types of planned giving programs; and identify which ones might be right for your organization.
Class 2: Planned Giving – Get your organization ready
Starting a planned giving program is not difficult, but it is important to get your organization internally ready to accept gifts. In this class you will learn:
When you have completed this class, you will be able to decide if this is the right time for your organization to institute planned giving or endowment strategies and you will have a roadmap for getting your organization ready.
Class 3: Planned Giving – Marketing your planned giving program
Are you wary of starting a planned giving program because you think it’s going to be too complex? Fear not! There are simple but effective ways to begin. In this class you will learn:
When you have completed this class, you will have a checklist of actions, from simple to advanced, that you can enact to launch your planned giving program and get your donors excited to support your cause for the future.
No scheduled dates for this event. If you would like to schedule this event for your community please contact us.