Planned Giving Basics
Establishing or Enhancing Successful Planned Giving Programs
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Description
During the next 15 years, economists predict that younger generations
will inherit an estimated 10 to 12 trillion dollars. This represents the
largest intergenerational transfer of wealth in history.
Nonprofit organizations that have developed successful planned giving
programs will be prepared to provide income and tax incentives to their
donors, while taking advantage of this unparalleled revenue generating
opportunity. |
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Learning
Objectives
This course will enable you
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To determine the importance of planned
giving to organizational objectives
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To learn what resources, both internal
and external, are necessary
for success
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To learn how planned giving can be
successfully integrated into an overall development
operation, especially in medium and small nonprofits with
limited staff.
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Faculty
PAYSON WILD, JR. CFRE
President
Wild Associates, Evanston, IL
Payson established the first planned giving program for any
orchestra in the U.S. and directed fund raising activities for
that orchestra’s $30 million endowment campaign. In 1980,
serving as the Director of Capital and Estate Planning at the
Illinois Institute of Technology, he directed the University’s
individual major gifts programs and the Alumni Capital Campaign,
which obtained over $20 million in alumni gifts. Under his
direction, the Institute’s Estate Planning Program became a
significant contributor to the University’s $100 million
Development Campaign. He brings a wealth of hands-on experience
to the classroom. |
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Course Materials:
- Video Presentation (approx. 90 minutes)
- Participant Guide (30-40 pages)
- Related Readings
The Participant Guide contains: course objectives, an outline of the course, learning activates related to the course, glossary of terms, supplemental materials, biographical information, contact information, featured organizations from the case studies, Q & A with faculty, bibliography, Organizational Assessment Tool, and Action Plan Template.
Pricing:
- SNPO Members: $99 / Non-Members: $125
Format:
Video Cassette (CEU's Not Available)
- Enroll/Purchase Course
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