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Fundamentals of a Strong, Donor-Centric Planned Giving Program

ID : 8705   
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Legacy giving is fulfilling to donors and can be transformative to organizations of all sizes. Building a successful planned giving program means having at least a basic understanding of planned gift tools and vehicles as well as the processes of stewardship, donor management, segmentation and coordinated communications that build and sustain relationships with donors - and their advisors as well as involved organizational staff - that grow legacy giving as an organizational asset. In this course we will: Explore the essential features of planned giving vehicles; Identify and investigate development officer gift planning tools and resources; Review donor stewardship and management strategies to identify and cultivate planned giving donors; Consider the roles financial advisors and organizational staff, such as CFOs, CEOs, and board members ply in building a healthy program; and Design a strategy and its processes for your organizational needs and capacities to ensure a sustainable program.

Class Details

1 Sessions
Online 24/7

Location
https://networkpeninsula.org/nmi/

Instructor
Staff Staff 

CEUs : 0.5

 

Notice

Please read:  Please check the link for class requirements prior to registering: https://networkpeninsula.org/nmi/ The link to the online class will be sent to all registrants the day before each class via the email you used to register through TNCC.

Tuition: 

$85.00


Registration Closes On
Wednesday, December 9, 2020 @ 4:00 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
12/11/2020 - 12/11/2020 Online 24/7 12:00 AM - 12:00 AM N/A - Online Staff Staff