Explore the tools and techniques of planned giving, focusing on estate gifts; gifts of art, real estate, and other assets; charitable gift annuities and trusts; and the newer models for gift planning, such as donor-advised funds. Learn to structure a planned giving campaign, including audience identification, marketing and communications, events, and administration of planned gifts. Learn tools for being an effective individual gift planning officer in educating, soliciting, closing, and stewarding such gifts.

This course is eligible towards the completion of the Certificate in Fund Raising Management

Course Topics:  

• Planned Giving Terminology, Definitions, Players
• Why people give––from the head (tax and financial) and the heart
• The Planned Gift Campaign
• Current Planned Gifts; Classification of Gifts; Endowment Basics
• Future Planned Gifts––structuring, soliciting, and funding
• Life-Income Gifts (trusts and annuities), and Next Generation Gift Planning Strategies

You’ll Walk Away with:

• Knowledge of the principles and procedures for securing major gifts through planned giving
• An understanding of the law regarding planned giving
• Applied knowledge on planned gift solicitation and how to effectively execute successful campaigns

Ideal for:

• Fundraisers
• Planning giving officers

Schedule:

The course is offered in the following two formats:

(1) In-person

The in-person class is three days in length.

Day 1: 8:30 a.m.–5 p.m.
Day 2: 8:30 a.m.–5 p.m.
Day 3: 8:30 a.m.–5 p.m.

(2) Virtual (Live) Schedule

The live, virtual class is held over six sessions from 2pm to 5pm Eastern and hosted using the Zoom platform. 

Training Policies:

Please review the attendance policy and cancellation/transfer policy before registering.