$20.00 – $169.00
Registration for this course is closed. Please contact us on 215-991-3676 to inquire about any remaining spaces or to be placed on a waiting list.
Most people are uncomfortable talking about death, making planned giving -or legacy giving as it is also known – one of the 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.
As a distinctly specialized topic, it is often missing from the fundraiser’s knowledge and prior experience making it difficult to move forward. This class demystifies the various planned giving techniques and vehicles. With this knowledge, you can thoughtfully decide what will work for your organization
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 donors and not missing out on great opportunities for an additional funding stream.
Please note this class has a snow date of 2/12/2020. If we have to cancel this class due to inclement weather it will be moved to this date but it will not necessarily be held at the same location.