Planned Giving: Realizing the Potential

Posted by La Salle University on March 23, 2015

Planned giving is a unique charitable tool that allows individuals of any means to support your organization for years to come while also fulfilling their own financial goals and objectives.

Planned gifts include bequests, Charitable Gift Annuities, Charitable Remainder and Lead Trusts, Life Insurance, Retirement Accounts, Life Estates Real Estate and other personal property, Donor Advised Funds and Private Foundations.

Sounds intimidating, and that’s why planned giving is often something on the development officer’s “to do” list that never gets checked off. It’s such a specialized topic that it is often missing from the fundraiser’s curriculum and prior experience.

Planned giving represents another way for donors to support your organization, meshing perfectly with the need to diversify your funding sources. If you’re not marketing the option of planned giving, you’re probably leaving significant money on the table, especially since planned gifts can be 200 times greater than a donor’s largest annual gift.

This course will demystify planned giving techniques making them easy to understand, so that you can evaluate what will work for your organization. After reviewing these planned gift vehicles, we will discuss just how to implement a planned giving program easily and with little overhead. Make sure your organization is prepared to respond to potential planned giving donors and not missing out on great opportunities as you learn the steps in launching a Planned Giving Program.

When: April 21, 9 am to 4 pm in Center City Philadelphia
Cost: $129 for Members/$159 for Non-Members

Register for Planned Giving: Realizing the Potential

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