How to Start a Planned Giving Program March 2008


How to Start a Planned Giving Program

Many nonprofit fundraisers have heard of planned giving, but few understand it or how to incorporate it into their development program. Planned giving is exactly what it sounds like – a donor includes your organization in her or his financial planning. This can mean that your organization is included in the donor’s will and/or that your group becomes the beneficiary of various types of financial investment instruments which the donor creates. This course will demystify planned giving and allow fundraisers from organizations of any size to learn straightforward, easy-to-implement ways of incorporating this powerful development tool into your work. No prior experience with planned giving is required. Limited to twenty students.

6:00 pm – 7:45 pm
Four Wednesday Evening Sessions: 3/5, 3/12, 3/19, 3/26


How to Start a Planned Giving Program

Many nonprofit fundraisers have heard of planned giving, but few understand it or how to incorporate it into their development program. Planned giving is exactly what it sounds like – a donor includes your organization in her or his financial planning. This can mean that your organization is included in the donor’s will and/or that your group becomes the beneficiary of various types of financial investment instruments which the donor creates. This course will demystify planned giving and allow fundraisers from organizations of any size to learn straightforward, easy-to-implement ways of incorporating this powerful development tool into your work. No prior experience with planned giving is required. Limited to twenty students.

6:00 pm – 7:45 pm
Four Wednesday Evening Sessions: 3/5, 3/12, 3/19, 3/26