Planned Giving Seminar - Startup

Planned Giving Startup Seminar

Are you just getting started in planned giving? Would you like to reenergize your planned giving program? The planned giving startup seminar is designed to teach the fundamentals of planned gifts, including guidelines for accepting gifts of cash, stock and real property. You will learn the basics of bequests, charitable annuities, charitable remainder unitrusts and more. Other topics include donor visits, stewardship and gift administration.

Price: $250

Continuing Education Credits: 12 hours

Course Outline - Day 1

  • Starting a Planned Giving Program
  • Wills and Bequests
  • Gift and Estate PlanningPlanned Gifts Marketing
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Planned Gifts in a Campaign

Course Outline - Day 2

  • Social Media for Planned Gifts
  • Creative Unitrusts
  • Retirement Gifts
  • Target Marketing
  • Donor Visits
  • Stewardship and Seminars
  • Gift Acceptance and Administration



Would you like to learn more about our services?
Please contact us for a free demonstration