How to Launch a Legacy Program for Planned Giving
Most people are uncomfortable talking about death, making planned giving, or Legacy Giving as it is becoming more popularly known, one of the oft-neglected tools of a development office. As the population ages, there’s no better time to start having discussions about estate gifts. The economy further reinforces this message, demonstrating the importance of deferred gifts as a potential hedge against a volatile economy. All of these make a strong case to implement Legacy Giving, allowing individuals of any means to support your organization for years to come, while also fulfilling their own financial goals, objectives and personal wishes. Terms like Charitable Gift Annuities, Charitable Remainder and Lead Trusts, Life Insurance, Retirement Accounts, Life Estate and Donor Advised Funds are intimidating, which is why Legacy Giving is often something perpetually on the development officer’s “to do” list. It’s such a specialized topic that it is often missing from the fundraiser’s curriculum and prior experience and thus without this knowledge, we lack the confidence to go forward.
This class demystifies the various planned giving techniques and vehicles. With this knowledge, you can thoughtfully decide what will work for your organization, under the guidance of an experienced development leader. After reviewing the various gift vehicles, you’ll see how to implement a planned giving program easily and with little overhead. Make sure your organization is prepared to respond to potential Legacy Giving donors and not missing out on great opportunities to add an additional funding stream.
Audience: Development staff, executive directors, board members and others involved with donors.
Certificate Programs: Fundraising
Date: May 03rd, 2017
Location: Duane Morris, LLP
Address: 30 S. 17th Street, 12th Floor
Philadelphia, PA 19103
Richard Przywara, CFRE is the Executive Director for the West Chester University Foundation, responsible for a $50 million capital campaign and $6 million in annual fundraising and leading a $300 million revitalization project of the student residence halls. Prior to serving in this role, Rich was the general manager of the Department of Special Service for New Castle County, Delaware where he supervised a staff of over 450 and managed an annual operating and capital budget exceeding $100 million. He has also served as the Associate Dean for Alumni and Development at Widener University School of Law in Wilmington. He