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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."

May 2, 2012 - 5:00am

Event Fee:

$149 | Member Fee: $119

Website Registration:

Contact Name:

The Nonprofit Center at LaSalle University

Contact Phone:

(215) 951-1701