Planned Giving Boot Camp for Major Gifts Officers
Grow Your Nonprofit. Grow Your Career.
Wednesdays
November 2, 9, and 16
12 Noon
- 3 Sessions
- $495 per person
- Recordings good for 1 year
Curriculum and What You Receive
3 Intensive modules with one year access to recordings. Several support materials including the Ultimate Quick Reference Planned Giving Pocket Guide, 3 copies of Gift Comparison Charts, a one year subscription to Giving Tomorrow magazine and subscription to The Planned Giving Wiki™ ($995 value).
Certificate of completion awarded to each attendee.
Instructor: Jonathon Gudema, Esq.
MODULE 1
The Importance of Planned Giving and Blended Gifts
By the numbers – and why it’s such an important area for nonprofits over the next decade.
- It’s good for your organization and good for your career.
- Money? Here are some numbers.
- Surprise… It goes far beyond money.
- Every planned gift is a major gift.
75 Minutes
MODULE 2
How Planned Gifts Work
100 Mile-High Overview of the most popular planned gifts.
- Beneficiary Designations.
- Life Income Gifts.
- Gifts that Protect Assets
- A few exotic gifts.
75 Minutes
MODULE 3
Initiating Legacy Conversations
Do you have trouble talking to donors? Do you clam up when it’s time to have the conversation?
This exclusive course will show you how to find the clues to begin the dialog … and close the deal. And it couldn’t come at a better time.
- Understanding mindsets, motivations, aspirations.
- Who to target.
- Which life events are good triggers to open a dialogue.
- How to develop your “Legacy Opener”.
- The greatest hurdles to a legacy conversation.
- How to close on a gift.
- How to solidify a gift once confirmed.
75 Minutes