Planned Giving Strategies That Work
by NonprofitWebinars.com on Sep 15, 2010
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How to stimulate the easiest gifts to make – planned gifts that secure an institution’s future! Gain insights to develop and execute strategies so that you help stakeholders plan the management...
How to stimulate the easiest gifts to make – planned gifts that secure an institution’s future! Gain insights to develop and execute strategies so that you help stakeholders plan the management of assets and simplify the disposition of estates to ensure benefit to family, friends and your nonprofit mission. Learn how to blend personal solicitation and marketing to enhance planned giving. A donor-centered approach to demystify planned gift vehicles and their benefits will be outlined. By understanding the principal motivations of potential donors and matching these to available planned gift vehicles, thoughtful nonprofit board members, executives and advancement leaders will benefit stakeholders and the nonprofit institution. Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described, along with how to build a comprehensive program that provides estate, taxation and wealth management information. The respective roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits will be described. This webinar will offer ways to make planned giving productive anytime, anywhere. Hear how to execute planned giving strategies that bring real returns on investment.
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http://www.slideshare.net/NonprofitWebinars/planned-giving-strategies-that-work-5386241 1 year ago Reply