FUNDRAISING FINESSE
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PROACTIVE PLANNED GIVING
A planned giving program is an investment in patience, with no guarantee of an early return. However, just one bequest, when realized, can make a significant difference to your bottom line. In this interactive presentation, Neil will introduce you to policies, strategies and plans to help you cost-effectively take your planned giving ‘case’ to your donors.
Participants will learn:
- The basics of gift acceptance policies, relevant tax law, and gift vehicles
- Marketing options and communication plans
- How to prepare for volunteer and staff involvement
- Effective data and file management for your planned giving
| Target Audience |
Executive Directors and Fund
Developers ready to solicit planned gifts |
| Level |
Introductory to Intermediate |
| Date |
Thursday, December 2, 2010 |
| Time |
1:00 pm - 4:00 pm |
| Location |
Room 202, Kahanoff Centre
1202 Centre Street S.E. |
| Facilitator |
Neil Williams
Fund Development Specialist |
| Investment |
$89, or two participants for $158 |
You can register on-line directly from here. Receive your own copy of our complete Training Schedule by contacting us.
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