The Planned Giving Course is a two-day course taught on April 5 & April 12 from 8:00 a.m. - 5:00 p.m. on each day.  

2018 marked the first year of charitable giving under the Tax Cuts and Jobs Act of 2017. Did your organization experience or did you notice any changes in donor behavior and giving brought about by the tax reform legislation? Last year investors experienced significant market fluctuations, which influenced charitable giving amounts and techniques. We are one year into the most wide-ranging changes in the federal tax code in over three decades, and economists are forecasting a slow down in the economy in 2019. What does this all mean for your donors and clients, and your organization? In times like these non-profit 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. The 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.

VOLUME DISCOUNT:

Attend as a group and save! Bring along your colleagues and save $100 on each registration after the second full-paid registration from a single organization.