1. Planned Giving Certification: Preparation And Implementation

Planned Giving Certification: Preparation And Implementation

$279.00
Event ID: 52685968
Recording: Unable to attend? A recording will be available after each session.
Date: Thursday, October 15, October 22 & October 29; 2020; 3:00 PM Eastern
Duration: 3 sessions scheduled for 60-75 minutes each including question and answer period.
Presenter: Stephanie Cory
Credits: 3.25 points in Category 1.B – Education of the CFRE International application for initial certification or recertification
Quantity Price
2 - 3 $249.00
4 - 5 $219.00
6+ $179.00

Planned Giving Strategy And Implementation: A Three-Part Certification

A planned giving program can enable your organization to increase large donations and provide a pipeline of funds to fulfill your mission long into the future. From simple bequests in supporters’ wills to complicated annuities, these gifts could be game-changing for your nonprofit.

To help you build a planned giving program, we have assembled a series of three webinars covering everything you need to know to get started, from initial research to launch. In addition to a certification, this series is also approved for CFRE continuing education credits.

Nonprofit trainer and development expert Stephanie Cory will guide you through the tactical steps to build a lucrative planned giving program. You will learn the decisions to make, policies and procedures to implement, and techniques for convincing prospective donors.

Planned Giving Strategy And Implementation: A Three-Part Certification

Webinar 1:

Planned Giving: Explore The Benefits

Thursday, October 15

3:00 PM Eastern; 2:00 PM Central; 1:00 PM Mountain; 12:00 PM Pacific

  • Introduction to planned giving
  • Nine types of planned giving vehicles
  • Differences between major gifts and planned gifts
  • Benefits of planned giving for donors
  • Challenges to foresee and overcome
  • Definitions of acronyms and planned giving terminology

Webinar 2:

Planned Giving: Build Readiness

Thursday, October 22

3:00 PM Eastern; 2:00 PM Central; 1:00 PM Mountain; 12:00 PM Pacific

    • Steps to assess your organization’s readiness for a planned giving program
    • Tactics to identify planned giving prospects
    • Policy implications
    • Procedural adaptations to incorporate planned giving
    • Decisions to make
    • Strategies for recognizing and stewarding donors
    • Metrics for tracking your program’s success

    Webinar 3:

    Planned Giving: Launch Your Program

    Thursday, October 29

      3:00 PM Eastern; 2:00 PM Central; 1:00 PM Mountain; 12:00 PM Pacific

      • Planned giving marketing plans and real-world examples
      • Strategies for phrasing your ask and formatting your communications
      • Behavioral economics and the psychology of persuasion
      • Ethical considerations

      Supplementing the three information-packed webinars, we will share theresources you need to plan and implement your planned giving program:

      • Planned giving vehicle quick reference guide
      • Sample bequest language
      • Sample gift acceptance policy
      • Planned giving program readiness self-assessment
      • Sample planned giving marketing language
      • Sample bequest intention form

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      NonprofitWebAdvisor, a division of CareerLearning, wants you to be satisfied with your webinar. If this webinar does not meet your expectations, email us at [email protected].

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