New Interactive Planned Giving Boot Camp

I have been asked to offer a 4-part interactive Zoom Planned Giving Boot Camp starting towards the end of November.

Click here to check out this new program.

Here is the schedule and session descriptions (limited enrollees accepted so that it can actually be interactive!):

Monday, 27 November 2023 12:00 PM – Monday, 18 December 2023 1:30 PM EST

This webinar course is designed to propel fundraisers into the area of planned giving. Each session will be up to 1.5 hours long. The 4 sessions take place over a 4-week period – same time slot each week.

This special interactive program is limited to 25 individuals so that participants have a chance ask questions and interact with each other.

While it is hoped that participants will attend each live session, the webinars will be recorded so that all registered participants can catch up on missed sessions. The fee per attendee is $500 (10% discount for additional attendees from one organization).  6 CFRE Credits will be available for this program.

Nov. 27, 2023 12 PM – 1:30 PM EST

1. 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 including bequests, IRAs, beneficiary designations, life insurance and more.

Dec. 4, 2023 12 PM to 1:30 PM EST.

2. From Static to Dynamic: Transforming Your Planned Giving Programs To Get Results – This session will focus on the steps and approaches needed to implement, launch and/or upgrade your legacy giving program.  Planned giving marketing activities are often static and see very little results and/or interactions with actual prospects.  We will cover various marketing and promotional ideas, and how to transform them into real and immediate results.

Dec. 11, 2024  12 PM – 1:30 PM EST

3. 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.”

Dec. 18, 2023  12 PM – 1:30 PM EST

4. 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.




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