END-OF-YEAR PLANNED GIVING TACTICS
There are many ways to engage your donors at the year-end to encourage their giving. Especially for Leadership-level and high-net worth donors, the opportunities abound. Join this training provided in partnership with The Fund Raising School at the Lilly Family School of Philanthropy and designed specifically to support United Ways' revenue development as we approach the 2021 year-end.
Receive updates on the latest information, opportunities and research about planned giving, and then learn ways to incorporate this new knowledge into your own fundraising strategies.
This program is offered at no charge for individuals who attend. If you do not attend, the program is $150 to cover the cost of the empty seat.
Note: payment is required at the time of registration but will either not be charged or refunded (depending on payment type) if the registrant attends.
WHO SHOULD ATTEND
This program is designed for United Way fundraising-focused professionals seeking to create new opportunities for giving at the 2021 end-of-year.
This program is offered at no charge if you attend. Payment will be refunded.
If registered and you do not attend, your payment of $150 will be processed. This is due to the limit of seats available.
This program is Flexible Credit eligible, however, there is no charge for individuals who attend. Check out the flexible credit policy (United Way Online access required) for details about Flexible Credits.
PLANNING FOR THIS VIRTUAL EVENT
This virtual, instructor-led program is Monday, October 18th from 2pm to 5pm Eastern Time.
You will have everything you need to take part when arriving.
WHAT YOU'LL LEARN
- Current trends and information related to Planned Giving (and overall giving).
- Various ways indviduals can support the mission, with year-end giving in mind.
- Stock options, IRAs, and other transfers of wealth.
- Information and tactics you can deploy immediately to support your end-of-year fundraising!