This new 3-part webinar series is for major gift fundraisers who are looking to add planned gift cultivation to their repertoire without getting into the weeds of the technical stuff!! Our goal is to make it easier for you to introduce the topic and be conversant in the basic vehicles (enough to hand it over to the your planned giving counsel if necessary).
Dates: 3 Consecutive Wednesdays at 12 pm EST (1 hr per session) – from July 19th thru August 2nd
Cost: $210 (includes registration for up to 15 additional attendees) – 15% Discount if registered by July 7th.
- Intro and Overview – If you are a major gift officer, you know a bit about planned giving already – we get that. In this first session, we will take a fresh look at the field, its humungous potential and do a quick overview of basic vehicles.
- Initiating the Legacy Discussion and Educating Your Prospects – How do you even initiate a conversation about legacy giving? We’ll give you an approach to broaching the topic of legacy giving and how to begin educating your prospects on the options (without feeling like a fool!).
- Life Income Options – What would a planned giving course be without Charitable Remainder Trusts and Gift Annuities? We will cover the most likely life income scenarios that you may encounter and what you need to know help move the process along!