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. Then, after learning the foundation of planned giving, dive into our newly added United Way specific module, focusing on building a planned giving program in your local United Way! Engage with your Network colleagues and after returning home, take advantage of after-action office hours and opportunities with United Way’s planned giving expert, Evelyn Morgner, Director of Planned Giving & Transformational Gift Services, to revisit and implement what you've learned.

   

 WHO SHOULD ATTEND 

 COST 

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

Standard participant registration cost for this program is $845. Before each program is confirmed (typically 4-6 weeks before the program dates), registrants receive $100 off!

As you plan, keep in mind that this event is eligible for flexible credit use! Check out the flexible credit policy (United Way Online access required) for details about flexible credits. 

 WHAT YOU'LL LEARN 

  • Planned Giving in the Comprehensive Fundraising Program
  • Planned Gifts that Help Now: Current Use Planned Gifts
  • Planned Gifts that Help Later: Deferred Use Planned Gifts (Bequests)
  • Planned Gifts that Pay Income
  • Prospect Identification, Development and Management

 

By attending Planned Giving, you may be eligible to receive 20.25 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!”

 INTERESTED? WE'LL LET YOU KNOW WHEN REGISTRATION OPENS 

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