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

Leave a Legacy Stark County and Sisters of Charity Foundation present “Planned Giving: Getting the Proper Start,” from Indiana University’s Lilly Family School of Philanthropy. This course, one of four required courses for the Certificate in Fundraising Management, is offered September 25-27, 2019 at Stark State College of Technology, in North Canton, Ohio. Tuition for the three day class is $550 for Leave a Legacy and AFPNEO members, and $625 for non-members. Tuition includes continental breakfast and lunch.

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.

What You’ll Receive

  • Easy-to-understand study guide as a handy reference;
  • IRS information;
  • How to start and market a new program;
  • Sample forms and documents that can be applied to your program;
  • Planned gift development bibliography.

Course Agenda & Faculty

Payment in full is due one week prior to the beginning of class, September 18, 2019. To receive full credit, participants must attend all three days of class.