How to Launch a Legacy Program for Planned Giving

Date and Time: Tuesday, January 12, 2021 - 09:00 am to 03:00 pmLocation: N/A - Online

$20.00$169.00

Select Your Member Level

Clear

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.

SKU: N/A Category: Audience: Development staff, executive directors, board members and others involved with donors Certificate Programs: Fundraising

Event Location

Date: January 12th, 2021

PA

Member $139
Non-Member $169

Instructors

  • Richard Przywara

    Richard Przywara, CFRE, is Chief Operations Officer for the YMCA of Greater Brandywine.  Rich had most recently been executive vice president of operations for Ashley Addiction Treatment.   Prior to joining Ashley, he was executive director of 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.  Rich has also been 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