WORKSHOP DESCRIPTION
Learn first-hand from a seasoned development professional the basics of planned giving and steps to take to begin a Planned Giving Program in your organization. Almost any organization of any size can begin to promote basic planned giving opportunities for long-term fundraising growth and sustainability.
WORKSHOP OUTCOMES
Attendees will gain basic knowledge about Planned Giving and what motivates donors to consider creating a legacy for their favorite nonprofit organizations. While basic planned giving vehicles will be discussed, the participants will come away with steps they can take to create a legacy society and develop a marketing plan for Planned Giving success.
Full participation in Debunking the Myths of Starting a Planned Giving Program is applicable for 1 point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
ABOUT THE PRESENTER
Name: Vicki Pugh
Title: Partner and Co-CEO
Company: Advancement Experts
Number of Years in Nonprofit Industry: 36
Career Highlight: Becoming a faculty member of The Fund Raising School of the Indiana University Lilly School of Philanthropy eight years ago
Fun Fact: Growing up, I wanted to be an opera singer.
Nonprofit members: FREE
Nonmembers: $20.00
This training is offered virtually.