| Faculty | Bruce Matthews, CFRE, Vice President |
| Duration | 60 minutes (1 CEU) |
| Time/Date | Available on-demand |
| Fee | $75.00 |
Description
Like Y2K, we all know the huge intergenerational transfer of wealth predicted by experts is coming, but are we prepared? Have our organizations made the long-term commitment to develop programs that will help their constituents balance their charitable goals with the ramifications of this wealth transfer? Whether your organization is young or mature, learn how to establish a planned giving program and to make it a part of your culture.
Track
Advanced Methods
Level
Intermediate/Advanced
Target Audience
Development directors/managers; major and planned giving specialists
Learning objectives and desired outcomes
- Learn the nine steps to starting a planned giving program at your organization.
- Learn the principles of property and planned giving.
- Learn about the three primary responsibilities of the planned giving officer.
- Learn basic planned giving marketing strategies.
Agenda (outline what will be covered):
- Principles of property and planned giving
- Current and future planned gift vehicles overview – giving out of assets and not just income
- Establishing a comprehensive major and planned giving program
- Overcoming the challenges to staff and volunteers.
PURCHASE THE ARCHIVED (RECORDED) SESSION
Click here to learn about viewing archived (recorded) sessions
Full participation in Positioning for Wealth Transfer is applicable for 1 point in Category 1.B-Education of the CFRE International application for initial certification and/or recertification. "Wealth Transfer" was orginally presented on February 10, 2009.