| Here’s a three-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, assistants,
CEOs, board members or other key volunteers, and anyone wishing
to build their skills and reinforce their knowledge. This program
covers all the basics and includes telephone and person-to-person
role playing. Enroll today! |
- Introduction to planned giving opportunities
- Identifying and understanding planned gift prospects
- Introducing the subject of planned giving: marketing and one-on-one
- Getting the appointment
- Telephone and techniques workshop
- Choosing the best assets for lifetime gifts
- Essentials of federal gift and estate taxes
- Practical aspects of giving assets
- Basic tools for estate planning
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- Estate planning interview
- Gifts from donors’ estate plans
- Face to face with the donor: moving the process forward
- Gift annuities, charitable remainder and lead trusts
- After the prospect call: followup and organization
- Case studies and exercises in gift planning
- Nuts and bolts of successful planned giving programs
- Involving other staff and working with advisers
- Where do you go from here?
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Chicago,
IL
June 27-29, 2012
Avenue Hotel Chicago ($169/night)
For reservations, please call (312) 787-2900
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Price:
$795: Includes course outline, continental breakfast and two luncheons.
$695: Each additional registrant from your organization. |
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Click Here to See Agenda
