planned Giving Course handouts

Please click on the links below to download the handouts for the 2020 Planned Giving Course.

• Instructor Bios
  

Day 1: Thursday, September 24, 2020

• Introduction and Context for Our Work
  Shelley A. Speirs, MBA
  

• Session 1: Taxes / Appreciated Assets
  Lynn Malzone Ierardi, JD 

• Session 2: Bequests and Beneficiary Designations
  Anat Becker

• Session 3: Charitable Gift Annuities/Charitable Trusts
  David Toll, JD

• Session 4: Gifts with External Controls
  Dan Greenspon, CAP^®

• Session 5: Planned Giving in Comprehensive Campaigns: Organizational Infrastructure for Planned Giving
  Lynn Malzone Ierardi, JD

• Session 6: Planned Giving Messaging
  Joe Tumolo, CAP