PLANNED GIVING

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 learn how a planned gift can provide them with current income, an inheritance for their heirs and a legacy through your charitable organization.  

Instructed by Lilly Family School of Philanthropy, you'll dive into all the facets of planned giving: from types of planned gifts to regulation around planned gifts, timing and rules of gifts and how to communicate about planned gifts to your donors. 

   

 WHO SHOULD ATTEND 

 COST 

Whether you are a new or seasoned revenue development professional or a major gifts professional, this course is for you.

Standard participant registration cost for this program is $845.

Early Bird Discount
Register 6+ weeks prior to take advantage of a $100 discount.

Multiple Participant Discount
Every additional participant from your United Way receives a discount of $125. 
(Each attendee will pay full price at the time of registration. Discount will be applied manually as the course begins.)

Flexible Credit Eligible
This event is eligible for flexible credit use! Check out the flexible credit policy (United Way Online access required) for details about flexible credits. 

Note: Only one discount may be applied to an individuals' registration. IN not eligible for additional discounts.

PLANNING FOR THIS VIRTUAL EVENT

This instructor-led, virtual program is delivered across 6 sessions over 3 weeks. All sessions are from 2:00 to 5:00 pm Eastern Time to meet the time zones of most United Way colleagues across our worldwide Network. 

In 2023, there are two offerings to choose from: April and August. Both classes are the same content; only offered at different times.

April Offering 
April 3, 2-5pm ET 
April 5, 2-5pm ET
April 10, 2-5pm ET
April 12, 2-5pm ET 
April 17, 2-5pm ET 
April 20, 2-5pm ET 
Registration Not Yet Open.

August Offering 
August 7, 2-5pm ET 
August 9, 2-5pm ET
August 14, 2-5pm ET
August 16, 2-5pm ET
August 21, 2-5pm ET
August 23, 2-5pm ET 
Registration Not Yet Open.

 WHAT YOU'LL LEARN 

  • 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.

 

By attending Planned Giving, you may be eligible to receive 16.5 points from the Certified Fund Raising Executive International (CFRE) (subject to approval and change by CFRE).

 WHAT OUR ATTENDEES SAY 

“The instructors offered a great mix of content to work to keep everyone's attention and engagement.”

“This training and the knowledge and delivery of the instructors exceeded my expectations.”

“The trainers were very experienced and offered a lot of great market insight.”

“I found it to be a worthwhile program and I hope to put the skills learned to good use!”

REGISTER FOR THE APRIL SESSION HERE  - Registration Not Yet Open

 

REGISTER FOR THE APRIL SESSION HERE  - Registration Not Yet Open

 

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