Planned Giving: Getting the Proper Start

Maximize your fundraising by asking for planned gifts. Learn how to communicate with donors about their wealth and their financial assets – not just their cash – and how a planned gift can provide them with current income, an inheritance for their heirs and a legacy through your charitable organization.

Agenda

DAY ONE

• Announcements
• Expectations and Introductions
• Introduction and Course Objectives
  • Philanthropy and Planned Giving
  • Social Capital
  • Planned giving in the Comprehensive Fundraising Program
  • Benefits to the Organization and to the Donor
• Summary of Tax Rates & Benefits
• Definitions and Overview of Vehicles
• Planned Gifts that Help Now: Current Use Planned Gifts
• Planned Gifts that Help Now (Continued)
• Planned Gifts that Help Later: Deferred Use Planned Gifts (Bequests)
• Adjourn

DAY TWO

• Planned Gifts that Help Later (Continued)
• Planned Gifts that Pay Income
• Planned Gifts that Pay Income (Continued)
• Prospect Identification, Development and Management
• Prospect Identification, Development and Management (Continued)
• Case Studies
• Adjourn

**DAY THREE

• Case Study Presentations
• Marketing Planned Gifts
• The Planned Giving Program: Starting a Planned Giving Program
  • Development Office and Administrative Implications
• Institutional Readiness and Planning the Next Steps
• Final Questions and Answers
  • Evaluations
  • Certifications Adjourn

ONLINE COURSE AGENDA

WEEK 1: DEFINING AND MAKING THE CASE FOR PLANNED GIVING

• Readings
• Narrated Presentation
• Quiz
• Assignment: Making the Case for Planned Giving
• Discuss: Making the Case for Planned Giving
• Discuss: Tax Benefits and Philanthropy

WEEK 2: PLANNED GIFTS THAT HELP NOW

• Readings
• Narrated Presentation
• Quiz
• Assignment: Planned Gifts that Help Now: Is Your Organization Ready?
• Assignment: Real Opportunity for Real Estate Gifts
• Assignment: Comprehensive Case Studies
• Discuss: Unlocking the Opportunity of Planned Gifts that Help Now

WEEK 3: PLANNED GIFTS THAT HELP LATER

• Readings
• Narrated Presentation
• Quiz
• Assignment: Planned Gifts that Help Later: Is Your Organization Ready?
• Assignment: Continue Working on Your Assigned Case Study (Due Week 4)
• Discuss: Reflections on Unlocking the Opportunity of Planned Gifts that Help Later

WEEK 4: PLANNED GIFTS THAT PAY INCOME TO DONORS/THEIR LOVED ONES

• Readings
• Narrated Presentation
• Quiz
• Assignment: Charitable Gift Annuities: Are They Right for Your Organization?
• Assignment: Charitable Remainder Trusts: Who are Your Prospects?
• Assignment: Case Study Response
• Discuss: Reflections on Unlocking the Opportunity of Planned Gifts that Pay Income

### You’ll learn how to

• Determine if your organization is ready for a planned giving program
• Understand the benefits to donors for making planned gifts
• Recognize which planned gifts are best for certain donor situations
• Match donor needs to your nonprofit’s needs
• Understand appreciated property, deposit agreements, wills and bequests, insurance, and charitable lead trusts

What you’ll receive

• Easy-to-understand study guide as a handy reference
• IRS information
• How to start and market a new program
• Sample forms and documents that can be applied to your program
• Planned gift development bibliography