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