$20.00 – $169.00
Registration for this course is closed. Please contact us at [email protected] to inquire about any remaining spaces or to be placed on a waiting list.
Planned Giving – or Legacy Giving as it is also known – is among the most neglected tools of a development office. While society is uncomfortable about talking about death, 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.
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 is not missing out on great opportunities for an additional funding stream. This class demystifies the various planned giving techniques and vehicles. With this knowledge, you can thoughtfully decide what will work for your organization.