Designed for those who are assuming responsibility for planned giving for the first time, as well as those who have multiple duties and are looking for guidance in the best ways to spend what may be limited time and budgetary resources on planned giving. Beginning with an overview of various types of fund development efforts and the role of gift planning in achieving greater success, this seminar examines the personal priorities of donors at different stages in life and explains how gift planning vehicles can help remove obstacles to larger gifts from donors of all age and wealth levels. Practical guidance on gift acceptance and valuation policies, program planning, budgeting, and implementation of effective gift planning efforts in programs of various sizes will be presented. This seminar will prove useful to senior development managers and those responsible for other funding efforts, in addition to those who wish to concentrate more effort in charitable gift planning now or in the future.
Registration is limited.
Click here for a full course description and click here to register. The most successful major gift planning programs rely on teamwork. In addition to the planned giving officer, an informed and supportive CEO, peers in other areas of development, trustees, program staff, finance and legal professionals, and support staff are all vital to ultimate success. Experience shows, however, that many of these key people are too busy with other responsibilities to attend multi-day planned giving seminars. Finally, there is an affordable and convenient training resource for all the members of your team.