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February 11 @ 9:00 am - 12:00 pm
Would you like to raise more money for your nonprofit…now? For many of us, starting a planned giving program is something we will do “someday.” Well, together, let’s make “someday” today!
This interactive course introduces the concept of planned giving, as well as an overview of strategies and technical requirements needed to create a successful planned giving program. Participants will learn to focus on bequests and bequest equivalents, the lion’s share and centerpiece of all planned gift programs. Participants will be introduced to essential planned giving vehicles and learn how to identify potential planned gift audience and be given simple, low-cost marketing strategies.
Walk away from this workshop with a plan to kickstart your planned giving program so you can raise more money now!
Program Level: Basic
Prerequisites: None, no advance preparation required
Instructional Method: Adult In-person classroom
Social Worker CEU Credits: 3 hours
Cost: $65 members / $115 non-members
Please note: Registration closes two days prior to the class.
All registrations are subject for approval.
ABOUT THE INSTRUCTOR
Cathy is a fundraising executive with 25-years experience, specializing in major gifts and gift planning in healthcare and higher education. Cathy is the Founder and President of ThinkGiving, a boutique planned giving consulting firm based in Fort Worth, Texas and she is a Vice President with Thompson & Associates, a values-based estate planning firm based in Nashville, TN.