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Lilly Family School of Philanthropy

Planned Giving: Getting the Proper Start

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Next dates

May 20—22
3 days
Washington, DC, USA
USD 1295
USD 431 per day
Jun 19—21
3 days
Denver, CO, USA
USD 1295
USD 431 per day
Aug 5—Sep 13
Online
USD 1345
+3 more options

Description

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

Files

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