Planned giving sounds complicated, with its CRUTs and CRATs, CLUTs and CLATS, CGAs, PIFs and other vehicles. It can be incredibly complicated, but it needn't be. Keeping it simple may be the best way to start a planned giving program for a charity that hasn't already put one in place.
This webinar will offer a review of the major planned giving instruments so that charitable organizations have a basic understanding of the principal forms of planned giving opportunities for their donors. It will provide the language and the concepts to discuss possible gifts with potential donors, but will return to the ones that make the most sense to emphasize in starting a planned giving program.
The program will be conducted by Nonprofit Issues® editor Don Kramer and trust and Charles Sterne III, Director of Principal Gifts and Planned Giving at the Curtis Institute of Music in Philadelphia.
Program materials and instructions for joining the call will be emailed on Monday, December 10th.
Not able to join us for the live event? The program will be recorded. You can reserve your copy and listen at your convenience. Order before December 12th and we'll give you a discount. I can't join the live event but I'll buy the recording now.
This webinar will be conducted using Zoom video webinar service. You can participate alone or gather people around your computer and ask your questions. In addition to the audio portion, you can also follow along online as we review a PowerPoint presentation.
Tish Mogan, Standards for Excellence Director, from the Pennsylvania Association of Nonprofit Organizations will serve as program moderator. This program is offered in partnership with PANO.
Subscribers must be logged-in to receive this discount.