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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


Staff Staff 

CEUs : 0.5



Please read:  Please check the link for class requirements prior to registering: 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.



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