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Webinars

We are pleased to announce that we will be offering individual webinars on special topics this fall (2014)!

CFRE_ContEd_Logo14The following courses all qualify for 1 hr CRFE credit and are given by our Founder or other Contributors of Planned Giving Advisors.

To attend any of these classes live, you can register and pay by clicking the “Buy Now” buttons below!  If you have any issues with the “Buy Now” button, email us at info@plannedgivingadvisors.com.  Everyone who registers for a course will also receive a link after the course to watch the presentation again if for some reason you miss the live presentation or would like to re-watch the webinar.

PLEASE NOTE THAT THE INFORMATION YOU PROVIDE THROUGH THE “BUY NOW” PAYPAL BUTTONS BELOW WILL REGISTER YOU FOR EACH PARTICULAR CLASS – PLEASE MAKE SURE TO PROVIDE ALL OF YOUR CONTACT INFORMATION SO THAT WE CAN EMAIL YOU LOG-IN INSTRUCTIONS AND/OR CONTACT YOU IF NEEDED

Are You Ready For Lead Trusts? – This session will explore various issues regarding Charitable Lead Trusts and prepare you for identifying potential prospects, initiating conversations, and challenges in seeing Lead Trusts come to fruition.  Jonathan Gudema, Esq, the managing editor of the Planned Giving Blog and founder of Planned Giving Advisors, LLC, will demystify these elusive yet highly lucrative giving options with an emphasis on practical applications.  The webinar is designed for all levels of fundraisers.

  • DATE:  October 27, 2014
  • TIME:  12-1 pm eastern
  • COST:  $75 per location

Planned Giving Matching Gift Campaigns – How do you take your sleepy planned giving program to another level?  – The answer might be a matching gift campaign.  Guest presenter, Anne DeMesa from the New Jersey Symphony Orchestra, generated income for both the endowment and the annual fund simultaneously.  The “legacy challenge” concept can be implemented by any other non-profit. Through the program, Anne and her team were able bring in a significant number of new legacy society members, over $800,000 in challenger cash and a corresponding $8M in planned gift commitments (& they’re not done yet… the program will be running through their centennial season in 2022!)  Anne will describe the process she went through, the challenges and successes, and show how you might implement your own matching gift campaigns to build your planned giving program.

  • DATE:  November 3, 2014
  • TIME:  12-1 pm eastern
  • COST:  $75 per location

Thinking About Accepting Art? – Guest presenter, Anat Becker from Saint Joseph’s University, will present on the various opportunities, challenges and even serious pitfalls of having an active art acceptance program.  She will explore the benefits of donating art and other collectibles to charity, and the process by which the donor can claim a charitable deduction.  We will consider the benefits to the donor: an immediate income tax deduction, avoidance of the tax on capital gains on appreciated assets, an estate and gift tax deduction, and the creation of a lasting legacy.  The session will also cover the related use rule, the qualified appraisal requirement and IRS Form 8283.

  • DATE:  November 10, 2014
  • TIME:  12-1 pm eastern
  • COST:  $75 per location

 

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