R&R Newkirk stages the nation's
finest, best-known, week-long, comprehensive planned giving seminar.
Whether you're new to planned
giving or an experienced fund-raiser looking for fresh ideas
and a good review, this is the seminar for you. This unique week-long
seminar features programs designed to increase your gift development skills. Specifically, you'll
acquire technical knowledge . . . develop and practice solicitation
techniques and gain the confidence you need to solicit, close
and manage planned gifts. Don't miss out on this opportunity
to increase your value to the charitable organization and
prospects you represent. Enroll today!
Topics Include:
- Latest planned gift marketing techniques
- Basic income tax concepts in planned gifts
- Cultivation of donors and prospects
- Gifts of real estate
- Charitable gift annuities
- Workshop on life income gifts
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- Planning a unitrust or annuity trust
- Gifts of life insurance
- Gifts of partial interests
- Basic concepts of gift and estate taxes
- Estate planning in gift development
- Charitable lead trusts
- Gifts by business owners
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| 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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Price:
$995: Includes the use of the Charitable
Giving Tax Service online for six months, optional
pre-seminar study course, 300-page course outline, receptions
and two luncheons.
$850: Each additional registrant from your organization.
($150 deposit required per enrollee.)
(Hotel not included.) |
Price:
$695: Includes course outline and two luncheons.
$595: Each additional registrant from your organization. |
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Click Here to See Agenda
