Planned Giving Day is back on Tuesday, May 5!

Planned Giving: The Basics – Register online!
Tuesday, May 5 from 9 a.m. – noon

Fundraisers are often fearful of the technical and legal details of planned gifts and leery of talking to donors about a gift that involves their death. Fear not! In this session, learn why planned giving is important for EVERY development program and how planned giving can improve donor relationships and increase dollars raised – even during tough economic times. Participants will leave this session armed with the information and inspiration to convince themselves, as well as their boss and board that they are ready to start. Follow up this class with Planned Giving: Beyond the Basics.

Instructor: Maureen Mahoney Hill, CFRE
Fee: $65 ($55 if paid online) per session OR $100 for the whole day (includes lunch)

Planned Giving: Beyond the Basics  –  Register online!
Tuesday, May 5 from 1 – 4 p.m.

 Are you and your board ready to move beyond bequests? We’ll explore more complex types of planned gifts and learn the advantages of each from the perspective of the donor and the charity. Best practice strategies for gift acceptance policies will be incorporated into the review of gift planning vehicles. Techniques for marketing and outreach will be shared, and participants will learn (and practice!) how to talk to their donors about planned gifts. This course is designed as a companion course to Planned Giving: The Basics.

Instructor: Maureen Mahoney Hill, CFRE
Fee: $65 ($55 if paid online) per session OR $100 for the whole day (includes lunch)

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