On December 22, the Tax Cuts and Jobs Act of 2017 was signed into law, bringing with it the most wide-ranging changes in the federal tax code in over three decades. Now, donors and clients are seeking clarity on how the new tax law will impact them, and non-profit boards and CEOs are wondering how the tax changes will impact their organizations. In times like these non-proft leaders not only seek the advice of outside counsel, but they rely on the ready advice and expertise of their planned giving staﬀ. The Planned Giving Course can help prepare you to be that resource for your organization!
The course provides a foundation in planned giving tools and techniques, relevant tax and estate laws, planned giving program management and donor engagement. Te course is geared toward front-line fundraising professionals and professional advisors who want to broaden their skill sets, small-shop non-profits that want to add or enhance a planned giving program and leadership volunteers who want to increase their knowledge to support their non-profit’s legacy giving program.
The course is taught by faculty with advanced academic and professional credentials in topics of law and in the field of philanthropy. Continuing education credit is available for CFRE, CLE, and PACE. Space is limited, so register early to guarantee your spot.
Click here to download the Planned Giving Course Brochure.