Grant Newswatch

101 Planned Giving

Tuesday, March 29, 2022 - 1:00 pm Eastern Time

Click Here to Register for Live Program $79

Click Here to Register for Live Program and Receive Recording $119

Your planned giving program can be a source of much-needed funds during a challenging year providing “fall from the sky” donations.

This course will provide you with the tips & tools you'll need to understand planned giving, including tax benefits for donors, and to  successfully launch a Legacy Giving program.

Highlights Include:

  • Understanding Bequests: charitable donations via a trust, will, or estate plan - donations of insurance policies, IRAs, and more
  • Identifying prospects for Legacy Giving: examining giving patterns, donor inclinations, and demographics

  • Simple steps for launching a Legacy Giving program

  • Tax issues of Legacy Giving made simple!

This 75 minute seminar includes a Q&A and discussion of strategic problem solving and Development How To’s.


Bill Edelstein is a consultant specializing in helping not-for-profits develop diversified revenue streams. He holds Advanced Degrees in Education and Not-for-Profit Development. His professional work is focused on Donor Relations and Fundraising. Bill is an adjunct professor at John Jay College of the City University of New York.

Bill Edelstein