Planned Giving: Realizing the Potential
“Planned giving is often the one thing on the development officer’s “”to do””
list that never seems to get checked off. With the downturn in the economy,
donors are looking for different ways to support their favorite charities
with assets other than their dwindling bank accounts. This meshes perfectly
with the need for nonprofits to diversify their funding sources. Organizations that are not marketing planned gifts may be leaving significant money on the table and planned gifts are often 200 times more than the donor’s largest annual gift.
This course will demystify planned giving techniques making them easy to
understand, so that you can evaluate what will work for your organization.
It will cover the basics of Charitable Gift Annuities, Charitable Remainder
and Lead Trusts, Life Insurance, Retirement Accounts, Bequests, Life Estates
and gifts of Real Estate and other personal property, Donor Advised Funds
and Private Foundations. After reviewing these planned gift vehicles, we
will discuss just how to implement a planned giving program easily and with
little overhead. Make sure your organization is prepared to respond to
potential planned giving donors and not missing out on great opportunities.
Certificate Programs: Fundraising
Date: April 29th, 2014
Location: Schnader Harrison Segal & Lewis
Address: PNC Building 1600 Market St., Suite 3600
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. In addition to raising funds he leads 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