Experimental Web-Based Planned Giving Training Course

Thank you readers, as always, for checking out and sticking with the Planned Giving Blog.  We are approaching 1,000 followers, and maybe 100,000 visitors to the blog by the end of the year!  As you know, I don’t push products or even my own services – this blog is fun for me and hopefully informative for you.

I have copied below an email blast the went out two weeks ago (and will go out again tomorrow) recruiting “students” to a new course I am offering.  This is an experiment based on all of the different types of trainings I have given and participated in over the years.  The concept is that in addition to content – which is standard, of course – the participants will play an active roll in discussions and have some light homework assignments to report back on to the group at the next call.

My hope is to develop a better approach to virtual training – one that works!  Please spread the word or sign up!  And, thank you again for following the Planned Giving Blog!

SIGN UP FOR OUR VIRTUAL PLANNED GIVING TRAINING COURSE

EARN 9 CFRE CREDIT HOURS!
Early Bird Special EXTENDED: $400 for the entire course!
Planned Giving “Boot Camp” For Fundraisers

 6-Session Course Curriculum – Webinar Version

 

This unique web-based, interactive course is designed to propel a fundraiser into the area of planned giving.  Each session will be up to 1.5 hrs and will include approximately 45 minutes of presentation material and 45 minutes of discussion.  The course is limited to 10 individuals and everyone is expected to prepare in advance of sessions (from homework given at each session) and participate in discussions.  The sessions take place over a 6-week period.  While it is expected that participants will attend each session, the sessions will be recorded so that participants can catch up on missed calls.  Access to Planned Giving Advisors’ virtual library of various planned giving related documents is included as part of the program.  The fee per participant is $400 (EARLY BIRD SPECIAL EXTENDED).

April 29, 2014 (Tuesday)

11:00 am – 12:30 pm

 

INTRODUCTION TO PLANNED GIVING 

This session will define what “planned giving” should mean to an average fundraiser, make the case for all nonprofits to ramp up their planned giving efforts, and provide an overview of all of the giving options that will be covered during the entire course.

 

Session 2:

May 6, 2014 (Tuesday)

11:00 am – 12:30 pm

KICKING OFF YOUR LEGACY GIVING CAMPAIGN

Using the term “campaign” loosely, this session will focus on the steps you need to implement to launch your legacy giving program.  Whether you want to call it a society or campaign, the concepts are the same – we will discuss building momentum, developing your case for legacy giving and various little things others have used to successfully launch their programs.    

 

Session 3:

May 13, 2014 (Tuesday)

11:00 am – 12:30 pm

 

INITIATING THE LEGACY CONVERSATION AND GETTING TO THE ASK

This session will focus on a core challenge in cross-training fundraisers in planned giving: initiating planned giving conversations and leading these conversations to a completed gift.   We will not only discuss several actual case studies but we will ask participants to introduce their own case studies for group discussion and turning your “case for legacy giving” into your legacy giving “elevator-pitch.”

 

Session 4:

May 20, 2014 (Tuesday)
11:00 am – 12:30 pm

 

PRIMER ON BASIC TAX LAW AND FINANCIAL PLANNING CONCEPTS

This session is designed to clarify the various tax and financial planning issues that your prospects may expect you to be conversant on during planned giving discussions – a must for fundraisers discussing planned gifts and any complex gift arrangement.

 

Session 5:

May 27, 2014 (Tuesday)

11:00 am – 12:30 pm

 

LIFE INCOME GIFTS

This session will delve into the entire area of “life income gifts,” seen by many as the heart of planned giving providing some of the most interesting options for donors to consider.  Building upon our initial introduction to planned giving vehicles and tax/financial planning concepts in prior sessions, we will go into depth on the specific options available, the details as to how they work, and start preparing fundraisers to identify ideal circumstances and how to initiate conversations.

 

Session 6:

June 2, 2014 (Monday)
11:00 am – 12:30 pm

 

BEQUESTS AND OTHER TESTAMENTARY GIFTS

This session will go into depth on what has proven to be the largest source of planned giving revenue by far in the nonprofit sector: bequests and other testamentary gifts.  While bequests are often referred to as the most “simple” of planned gifts, there are numerous details and options fundraisers need to be aware of to maximize their effectiveness in this area. Additionally, we will cover non-Will testamentary options like IRAs and other account designations, which are becoming more and more important among baby-boomer prospects.

 

CLICK HERE TO REGISTER

Contact Us

For more information, contact Jonathan Gudema, Esq., at jonathan@plannedgivingadvisors.com or 973-732-2455

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