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
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Identifying prospects for Legacy Giving: examining giving patterns, donor inclinations, and demographics
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Simple steps for launching a Legacy Giving program
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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.
Instructor
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 DevelopmentConsultant.org