2023 Planned Giving Course

The 2023 Planned Giving Course will be offered  virtually on Friday, April 28, 2023, from 10:00 a.m. to 4:15 p.m. and in-person on Thursday, May 4, 2023 from 8:30 a.m. (sessions starting 9:00 am) to 4:15 pm with a networking reception immediately following from 4:00 p.m. - 5:00 p.m. You are able to register for each day individually or both days  combined.

Please note that there is a maximum capacity of 36 registrants for the in-person course and if we exceed that number, there will be a waiting list. 

Curriculum

After review of the needs of the various audiences served by the Planned Giving Course, the curriculum will be divided into sessions regarding how to build, market and foster an internal planned giving program and how best to work with donors/ clients in determining the best gift for them. Sessions throughout both days should incorporate case studies or small group conversations, when appropriate.

General Topics

Virtual: April 28, 2023 (CFRE and PACE Credits Offered)
10:00 a.m. - 4:15 p.m.

• Course Content (virtual and in-person sessions)
• General Terminology/ Gift Overview
• Organizational Infrastructure for a Planned Giving Program
• Planned Giving and Endowment Campaigns
• Program Marketing, Messaging, Cultivation, Solicitation, and Stewardship

In-person: May 4, 2023 (CFRE, PACE and CLE Offered)
(Breakfast, lunch and networking reception included in the registration fee)
8:30 a.m. - 4:15 p.m.

• Course Content (in-person)
• Taxes and Terminology: Working on behalf of your donors/ clients
• Bequests and Bequest Equivalents
• Split Interest Gifts (CGA and Charitable Trusts)
• Gifts with External Controls (Private Foundations, DAFs, CLT)
• Ethics