Planned Giving: Realizing the Potential

Date and Time: April 26th, 2013 - 09:00 am to 04:00 pm Location: 1600 Market St, Suite 3600 - Philadelphia, PA 19103

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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 who 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

Event Location

Date: April 26th, 2013

Location: Schnader Harrison Segal & Lewis LLP

Address: PNC Bank Building 1600 Market St, Suite 3600

Philadelphia, PA 19103

Member Fee $119
Non-member Fee $149

Weather Policy:  Please remember that when Philadelphia schools are delayed or closed, our classes are cancelled.  As of now, our 1/28 class is still scheduled to run.  Our weather policy >