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Planned Giving: Realizing the Potential with Lise Twiford
May 2, 2012 - 5:00am
This course will demystify planned giving techniques making them easy to
understand, so that you can evaluate what will work for your organization.
"Planned giving is often the one thing on the development officer's ""to do""
list that never seems to get checked off. With the downturn in the economy,
donors are looking for different ways to support their favorite charities
with assets other than their dwindling bank accounts. This meshes perfectly
with the need for nonprofits to diversify their funding sources.
Organizations who are not marketing planned gifts may be leaving significant
money on the table and planned gifts are often 200 times more than the
donor's largest annual gift.
It will cover the basics of Charitable Gift Annuities, Charitable Remainder
and Lead Trusts, Life Insurance, Retirement Accounts, Bequests, Life Estates
and gifts of Real Estate and other personal property, Donor Advised Funds
and Private Foundations. After reviewing these planned gift vehicles, we
will discuss just how to implement a planned giving program easily and with
little overhead. Make sure your organization is prepared to respond to
potential planned giving donors and not missing out on great opportunities."
Event Details
May 2, 2012 - 5:00am
Registration Information
Event Fee:
$149 | Member Fee: $119
Website Registration:
Contact Name:
The Nonprofit Center at LaSalle University
Contact Phone:
(215) 951-1701
