Planned Giving: Getting the Proper Start

Lilly Family School of Philanthropy

How long?

  • 0 — 3 days
  • online, in person

Lilly Family School of Philanthropy

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Full disclaimer.

About the course

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

Videos and materials

Planned Giving: Getting the Proper Start at Lilly Family School of Philanthropy

From  $1,295

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

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