Practical Steps to Launch or Relaunch your Program today!
A planned charitable gift is any gift to a nonprofit organization made with intention and forethought. With most assets being tied up in many other forms that are not cash, it is important to understand how non-cash assets can be leveraged by your donors as gifts to your organization. This workshop will provide an introduction to encouraging planned gifts in today’s environment.
Some of the topics covered are:
-Motivating Donors Under the New Tax Laws
-New Tax Updates and Laws
-Ways to engage your board in finding new Donors
-Plentiful, Free Tools
-What non-cash assets can be leveraged
-Opportunities not to Overlook
This workshop is for organizations seeking to gain a better understanding of planned giving and how it can make a positive impact in the financial situation of their organization now and in the future. Whether you are brand new to fundraising or are looking for a basic overview, you will benefit from this introduction to gift planning. Board members and senior management may also benefit from attending this workshop.
Scott brings three decades of money conversations and practical planned giving to enhance your efforts. Scott is Chartered Advisor in Philanthropy.