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:

When and where

LocationDatePriceRegistration
October 26, 2016October 28, 2016$1,285FULL. Please email tfrs@iupui.edu to be added to the wait list.
February 13, 2017February 15, 2017$1,285Register
March 20, 2017March 22, 2017$1,285Register
April 3, 2017May 12, 2017$1,380Register
May 1, 2017May 3, 2017$1,285Register

IMPORTANT REGISTRATION NOTE: Tuition payment is due before the class begins and may be paid by credit card, check, or purchase order. 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

Class schedule (in-person)

  • 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.
View the agenda


Class schedule (online)

The online course is six weeks in length.

Discover the online environment View the online agenda


CEUs/CFRE Education Points

  • 2.0 Continuing Education Units (CEUs)
  • 20.25 CFRE Education Points