Planned Giving: Getting the Proper Start
Maximize your fundraising by asking for planned gifts. Learn how to communicate with donors about their wealth and their financial assets – not just their cash – and how a planned gift can provide them with current income, an inheritance for their heirs and a legacy through your charitable organization.
Certificates: Fund Raising Management
Location | Dates | Cost | Register |
---|---|---|---|
Indianapolis (NCAA) | July 22, 2024 - July 24, 2024 | $1,295.00 | Register |
Online (Asynchronous) | August 05, 2024 - September 15, 2024 | $1,345.00 | Register |
Indianapolis (NCAA) | October 28, 2024 - October 30, 2024 | $1,295.00 | Register |
Virtual (Live) | November 12, 2024 - December 17, 2024 | $1,295.00 | Register |
Fort Lauderdale | December 02, 2024 - December 04, 2024 | $1,295.00 | Register |
Course Details
Please review the attendance policy and cancellation/transfer policy before registering.
Schedule
The course is offered in the following three formats:
In-person
The in-person class is three days in length.
Day 1: 8:30 a.m.–5 p.m.
Day 2: 8:30 a.m.–5 p.m.
Day 3: 8:30 a.m.–5 p.m.
Time | Activity |
---|---|
8:30 | Announcements Expectations and Introductions |
9:30 | Introduction and Course Objectives Philanthropy and Planned Giving Social Capital Planned Giving in the Comprehensive Fundraising Program Benefits to the Organization and to the Donor |
10:15 | Break |
10:30 | Summary of Tax Rates & Benefits Definitions and Overview of Vehicles |
12:00 | Lunch |
1:15 | Planned Gifts that Help Now: Current Use Planned Gifts |
3:00 | Break |
3:15 | Planned Gifts that Help Now (Continued) |
4:00 | Planned Gifts that Help Later: Deferred Use Planned Gifts (Bequests) |
5:00 | Adjourn |
Time | Activity |
---|---|
8:30 | Planned Gifts that Help Later (Continued) |
10:00 | Break |
10:15 | Planned Gifts that Pay Income |
12:00 | Lunch |
1:15 | Planned Gifts that Pay Income (Continued) |
2:15 | Prospective Donor Identification, Development and Management |
3:15 | Break |
3:30 | Prospect Identification, Development and Management (Continued) |
4:00 | Case Studies |
5:00 | Adjourn |
Time | Activity |
---|---|
8:30 | Case Study Presentations |
10:15 | Break |
10:30 | Marketing Planned Gifts |
12:00 | Lunch |
1:15 | The Planned Giving Program: Starting a Planned Giving Program, Development Office and Administrative Implications |
3:00 | Break |
3:15 | Institutional Readiness and Planning the Next Steps |
4:30 | Final Questions and Answers Evaluations Certificates |
5:00 | Adjourn |
Online (Asynchronous) Schedule
The asynchronous online course is eight weeks in length.
Each week you’ll have a course module to complete. Each module consists of:
- readings from a PDF study guide
- viewing a pre-recorded narrated presentation
- completing a 10-question quiz where you must score a 7 or higher
- engaging in forum discussions with others
- and submitting assignments.
More details about the online format and requirements may be viewed here.
Week 1: Making the Case for Planned Giving
Lesson Overview and Readings
Narrated Presentation
Quiz
Assignment: Making the Case for Planned Giving
Discussion: Reflections on Making the Case for Planned Giving
Week 2: Planned Gifts That Help Now! Part I
Lesson Overview and Readings
Narrated Presentation
Quiz
Assignment: Planned Gifts that Help Now: Is Your Organization Ready?
Discussion: Reflections on Unlocking the Opportunity of Planned Gifts that Help Now
Week 3: Planned Gifts That Help Now! Part II
Lesson Overview and Readings
Narrated Presentation
Quiz
Assignment: Planned Gifts that Help Now: Is Your Organization Ready?
Discussion: Reflections on Unlocking the Opportunity of Planned Gifts that Help Now
Week 4: Planned Gifts That Help Later
Lesson Overview and Readings
Narrated Presentation
Quiz
Assignment: Planned Gifts that Help Later: If Your Organization Ready?
Discussion: Reflections on Unlocking the Opportunity of Planned Gifts that Help Later
Week 5: Planned Gifts That Pay Income to Donors/Their Loved Ones
Lesson Overview and Readings
Narrated Presentation
Quiz
Assignment: Charitable Gift Annuities: Are They Right for Your Organization?
Discussion: Reflections on Unlocking the Opportunity of Planned Gifts that Pay Income
Week 6: Case Study
Lesson Overview and Readings
Narrated Presentation
Quiz
Assignment: Analysis of Case Study
Discussion: Reflections on Case Study
Week 7: Lesson Overview and Readings
Lesson Overview and Readings
Narrated Presentation
Quiz
Assignment: Audit of Prospecting for and Marketing of Planned Gifts
Discussion: Reflections on Prospecting for and Marketing of Planned Gifts
Week 8: Managing a Comprehensive Planned Giving Program
Lesson Overview and Readings
Narrated Presentation
Quiz
Assignment: Assess Your Readiness for Planned Giving
Assignment: Planned Giving Work Plan
Discussion: Reflections on Creating a Comprehensive Planned Giving Program
To be eligible for the Certificate of Achievement, all coursework must be completed and submitted no later than Sunday of week 8 at 11:59 p.m. ET. This is a firm deadline and late work will not be accepted.
Virtual (Live) Schedule
The live, virtual class is held over six sessions from 2pm to 5pm Eastern and hosted using the Zoom platform. More details about the virtual format and requirements may be viewed here.
The November 12-December 17, 2024 virtual course will be held on the following dates:
Tuesday, November 12, 2024
Tuesday, November 19, 2024
Tuesday, November 26, 2024
Tuesday, December 3, 2024
Tuesday, December 10, 2024
Tuesday, December 17, 2024
Session 1: Introduction to Planned Giving
Introductions
A Definition of Planned Giving
The Internal and External CASE for Planned Giving
Ethical Considerations
Understanding Tax Considerations
Session 2: Current Use Planned Gifts
Debrief from Previous Session
Cash Gifts and Pledges
Noncash Gifts
- Valuation and Deduction Rules
- Intangible Personal Property Gifts
Homework
- Write Internal and External CASE for Planned Giving (no more than one page each)
- Begin Work on Assigned Case Study
Session 3: Current and Deferred Use Planned Gifts
Review Homework
Tangible Personal Property Gifts
Real Estate Gifts
Deferred Use Gifts
Homework: Work on Assigned Case Study
Session 4: Current and Deferred Use Planned Gifts
Debrief from Previous Session
Donor Prospecting
Donor Proposals and How to Solicit Planned Gifts
Homework
- Identify Top 25 Planned Giving Prospects (confidential – not to be shared)
- Complete Assigned Case Study
Session 5: Marketing and Administration of Planned Giving Programs
Review Assigned Case Studies
Marketing Plan for Planned Giving
Administration of a Planned Giving Program – Part I
Homework
- First Draft of working plan for Planned Giving. Consider 30-60-90 day goals in addition to long-range goals
Session 6: Administration of Planned Giving Programs and Action Planning
Administration of a Planned Giving Program – Part II
In-Class Work:
- Key Questions and Needs Assessment – Debrief
- Review Work Plans for Planned Giving – Debrief
Final Questions and Answers
Location
The location next to each course date indicates if the course is being held in-person (e.g. city name) or online.
For in-person classes, please click on the city name for further details and recommended hotel accommodations.
Registrants for in-person, asynchronous online, and virtual dates will receive complete course logistical information upon registration.
CFRE Education Points
Full participation in many of The Fund Raising School’s courses fulfill education point requirements for Category 1.B-Education of the CFRE International application for initial certification and/or recertification.
Planned Giving: Getting the Proper Start qualifies for 20.25 CFRE Education Points/Hours.
IMPORTANT REGISTRATION NOTE: Tuition payment is due before the class begins and may be paid by credit card or check. All cancellations and transfers are subject to an administrative fee of $275.
The Fund Raising School and its faculty assume a baseline knowledge of the concepts and terminology from “Principles & Techniques of Fundraising” in teaching this course.
You’ll learn how to
- Determine if your organization is ready for a planned giving program
- Understand the benefits to donors for making planned gifts
- Recognize which planned gifts are best for certain donor situations
- Match donor needs to your nonprofit’s needs
- Understand appreciated property, deposit agreements, wills and bequests, insurance, and charitable lead trusts
What you’ll receive
- Easy-to-understand study guide as a handy reference
- IRS information
- How to start and market a new program
- Sample forms and documents that can be applied to your program
- Planned gift development bibliography