Planned Giving Startup Seminar
Are you just getting started in planned giving? Would you like to reenergize your planned giving program? The planned giving startup seminar is designed to teach the fundamentals of planned gifts, including guidelines for accepting gifts of cash, stock and real property. You will learn the basics of bequests, charitable annuities, charitable remainder unitrusts and more. Other topics include donor visits, stewardship and gift administration.
Price: $250
Continuing Education Credits: 12 hours
Course Outline - Day 1
- Starting a Planned Giving Program
- Wills and Bequests
- Gift and Estate PlanningPlanned Gifts Marketing
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Planned Gifts in a Campaign
Course Outline - Day 2
- Social Media for Planned Gifts
- Creative Unitrusts
- Retirement Gifts
- Target Marketing
- Donor Visits
- Stewardship and Seminars
- Gift Acceptance and Administration
Schedule
LOCATION | Date(s) | PRICE |