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| Here's a two-day "total immersion" training seminar for anyone who may be involved – or seeks to be involved – in planned giving. Who should attend? Planned giving officers and those who wear multiple hats, such as major gift officers, directors of development, development assistants, CEOs, board members or other key volunteers, and anyone wishing to build their skills and reinfore their knowledge. This program covers all the basics and includes telephone and person-to-person role playing. |
| 8:15 – 8:30 |
Welcome and Introductions |
| 8:30 – 9:00 |
Introductions to Planned Giving Opportunities |
| 9:00 – 10:20 |
Identifying and Understanding Planned Gift Prospects |
| 10:20 – 10:35 |
Introducing the Subject of Planned Giving: Marketing and One-on-One |
| 12:00 – 1:00 p.m. |
Lunch (R&R Newkirk Host) |
| 1:00 – 2:30 |
Getting the Appointment: Telephone and Techniques Workshop |
| 2:30 – 2:45 |
Break |
| 2:45 – 3:45 |
Choosing the Best Assets for Lifetime Gifts |
| 3:45 – 5:00 |
Gifts from Donor's Estate Plans |
| 8:15 – 10:00 |
Face to Face with Donor: Moving the Process Foward |
| 10:00 – 10:15 |
Break |
| 10:15 – 11:00 |
Gift Annuities and Charitable Remainder Trusts |
| 11:00 – 12:00 |
After the Prospect Call: Follow up and Organization |
| 12:00 – 1:00 p.m. |
Lunch (R&R Newkirk Host) |
| 1:00 – 2:30 |
Case Studies and Exercises in Gift Planning |
| 2:30 – 2:45 |
Break |
| 2:45 – 4:00 |
Case Studies and Exercises in Gift Planning (continued) |
| 4:00 – 4:30 |
Working with Professional Advisors |
| 4:30 – 5:00 |
Where Do You Go From Here? CE in PG |
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