Planned Giving 101
Learn how to market and ask for planned gifts!
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Chapter 1 : Discussion VideosLecture 1: What is Planned Giving?PrivateLecture 2: Who is a Good Prospect for Planned Gifts?PrivateLecture 3: Cultivating a Planned Gift ProspectPrivateLecture 4: Stewardship and Continuing CultivationPrivateLecture 5: Marketing Your Planned Giving Program pt. 1PrivateLecture 6: Marketing Your Planned Giving Program pt. 2PrivateLecture 7: Utilizing Planned Giving PublicationsPrivateLecture 8: Questions to Ask YourselfPrivateLecture 9: Planned Giving Program PlanningPrivateLecture 10: How to Shape Your Planned Giving ProgramPrivateLecture 11: Rules for Engaging Planned Gift ProspectsPrivateLecture 12: Planned Giving ResourcesPrivateLecture 13: Social Media Outreach and Donor RecognitionPrivateLecture 14: Lifetime (Inter Vivos) Planned GiftsPrivateLecture 15: Life Insurance Policies as Planned GiftsPrivateLecture 16: How Charitable Gift Annuities Work pt. 1PrivateLecture 17: How Charitable Gift Annuities Work pt. 2PrivateLecture 18: How Charitable Gift Annuities Work pt. 3PrivateLecture 19: How Charitable Gift Annuities Work pt. 4PrivateLecture 20: What is a Charitable Remainder Trust? pt. 1PrivateLecture 21: What is a Charitable Remainder Trust? pt. 2PrivateLecture 22: Differences Between Unitrusts and Annuity TrustsPrivateLecture 23: Who is a Good Prospect for Charitable Remainder Trusts?PrivateLecture 24: Planned Gift Hypothetical ExercisesPrivate
Course Description
Planned Giving 101
This course will help you initiate or elevate a planned giving program to provide major contributions to your organization for the future. Planned giving can bring large gifts via wills, bargain sales, bequests, charitable gift annuities, gifts of life insurance, and much more! Learn about the various strategies to identifying and approaching donor prospects, as well as utilizing planned gift seminars, workshops, and publications to strengthen your efforts.
Calder Sinclair
Calder Sinclair is an attorney, President of Sinclair, Townes & Company, and the former Director of the Estate Planning Program for Emory University. He is the former national president of the Omicron Delta Kappa Foundation and a member of the State Bar of Georgia and The Florida Bar.
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Highlights
- How to market planned gifts
- Technical knowledge of planned gifts
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