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Practical and Inspired Planned Giving Seminar
Presented by del Prado Philanthropy and Lane Powell

February 8 and 9, 2018
US Bank City Centre, Fourth Floor Conference Room, 1420 5th Avenue, Seattle, WA 98101

What You’ll Learn:

  • Introduction to gifts in wills, trusts and beneficiary designation accounts
  • How to create your annual planned giving marketing and outreach plan
  • Introduction to life income plans, charitable lead trusts, retained life estate and bargain sales
  • How to discover, engage, cultivate, solicit and steward planned gift donors
  • Best practices in building endowments
  • How to deal with planned gifts that no longer work
  • Best practices in bequest administration
  • Ethical issues in planned giving and interacting with seniors
  • Planned giving strategies involving illiquid assets
  • Incorporating planned gifts in campaigns

Click here to register

Click here to view two-day curriculum                           Click here to view faculty bios

 

Other Presentations

Integrating Charitable and Family Legacies

The True Wealth of Your Life:  An Introduction to Legacy Letters

Doing Well by Doing Good

Embarking on Values-Based Estate Planning

Best Practices of Highly-Engaged Foundation Boards

Seven Ways Professional Advisors Can More Effectively Engage in Philanthropy

Harnessing Charitable Life Income Plans

Incorporating Life Insurance in Charitable Gift Plans

Endowments: Gifts that Keep on Giving

No More Excuses:  10 Steps to Launching a Planned Giving Program

The Pathway to a Mature Planned Giving Program

How Nonprofits Can Maximize Professional Advisor Engagement

How Hospitals Can Engage Multiple Constituents in Planned Giving

Combating the Financial Abuse of Elder Donors