Summary: This course provides an overview of the components of a successful planned giving program, offering an indepth explanation of the planned gift instruments (in both US and Canada) and the marketing of the planned gifts. Emphasis will be placed on small development office program planning. Walk away with practical tips and tools you can use immediately at your orgnaization to build a more effective planned giving program.
Who should attend: This track is for individuals who have completed the Fundamentals of Resource Development program or a comparable introductory program, and those with several years of fundraising experience. Those wanting to initiate a planned giving program or improve an existing one.
Understanding and Managing The Planned Gift Instruments
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Tax Aspects of Charitable Gifts (US and Canada)
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Current Gift Options
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Deferred Gift Options
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Bequest Administration Considerations
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Ethical Issues in Gift Planning
Marketing Planned Gifts
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Marketing Essentials
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Factors Motivating Planned Gifts
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Communicating Planned Gift Opportunities
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Identifying Bequest Prospects
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Cultivating Prospective Planned Giving Donors
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Asking for the Gift
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Building Endowment with Planned Gifts
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Planned Giving and the Internet
Gift Planning Program Opportunities
- Common Myths about Planned Giving
- Preparing Your Annual Activity Plan
- Program Integration Opportunities
- Tracking, Managing and Reporting Planned Gifts
- Principles of Charitable Estate Planning
- Using Planned Giving to Solve Donor Estate Challenges
- Recognition and Stewardship of Planned Gift Donors
Return to AHP Madison main page.
View other tracks:
Fundamentals of Resource Development
Annual Giving
Major Gifts
Capital Campaigns
Fundraising Management