Professional Development Workshop

September 25, 26 & 27
8:00 am - 5:00 pm

Stark State College of Technology
6200 Frank Ave NW, North Canton - directions

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$550 for Leave a Legacy/AFP members
$650 for Non-members
Reservation/Payment Deadline:
Friday, September 18

Approved for 19.25 CFRE credits; documentation

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Planned Giving:
Getting the Proper Start

Planned givingMaximize your fundraising by asking for planned gifts. Learn how to communicate with donors about their wealth and their financial assets – not just their cash – and how a planned gift can provide them with current income, an inheritance for their heirs and a legacy through your charitable organization.

You will learn how to ...

  1. Determine if your organization is ready for a planned giving program
  2. Understand the benefits to donors for making planned gifts
  3. Recognize which planned gifts are best for certain donor situations
  4. Match donor needs to your nonprofit’s needs
  5. Understand appreciated property, deposit agreements, wills and bequests, insurance, and charitable lead trusts

You will receive ...

  1. Easy-to-understand study guide as a handy reference
  2. IRS information
  3. How to start and market a new program
  4. Sample forms and documents that can be applied to your program
  5. Planned gift development bibliography

AGENDA - Day 1

8:00

Registration

8:30

  • Announcements
  • Expectations and Introductions

9:30

  • Introduction and Course Objectives
  • Philanthropy and Planned Giving
  • Social Capital
  • Planned giving in the Comprehensive Fundraising Program 
  • Benefits to the Organization and to the Donor

10:15

Break

10:30

  • Summary of Tax Rates & Benefits
  • Definitions and Overview of Vehicles

12:00

Lunch

1:15

  • Planned Gifts that Help Now: Current Use Planned Gifts

3:00

Break

3:15

  • Planned Gifts that Help Now (Continued)

4:00

  • Planned Gifts that Help Later: Deferred Use Planned Gifts (Bequests)

5:00

Adjourn

AGENDA - Day 2

8:30

Welcome Back

8:45

  • Planned Gifts that Help Later (Continued)

10:00

Break

10:15

  • Planned Gifts that Pay Income

12:00

Lunch

1:15

  • Planned Gifts that Pay Income (Continued)

2:15

  • Prospect Identification, Development and Management

3:15

Break

3:30

  • Prospect Identification, Development and Management (Continued)

4:00

  • Case Studies

5:00

Adjourn

AGENDA - Day 3

8:30

Welcome Back

  • Case Study Presentations

10:15

Break

10:30

  • Marketing Planned Gifts

12:00

Lunch

1:15

  • The Planned Giving Program: Starting a Planned Giving Program
  • Development Office and Administrative Implications

3:00

Break

3:15

  • Institutional Readiness and Planning the Next Steps

4:30

  • Final Questions and Answers
  • Evaluations & Certifications

5:00

Adjourn

 

Ten Star ChapterFriends of Diversity Award

AFP Northeast Ohio Chapter | © 2015-2019 AFPNEO. All rights reserved.

Vondea Sheaffer, President | Vondea.Sheaffer@vased.org

PO Box 1286, Bath OH 44210 | 330-329-2472 | Fax 330-315-0399 | info@AFPNEO.org

 

Designed & hosted by Jacq Connect

 

Ten Star Chapter

 

Friends of Diversity Award

AFP Northeast Ohio Chapter
© 2015-2019 AFPNEO.
All rights reserved.

Vondea Sheaffer, President
Vondea.Sheaffer@vased.org

PO Box 1286, Bath OH 44210
330-329-2472
Fax 330-315-0399
info@AFPNEO.org

 

Designed & hosted by
Jacq Connect