Learn how to integrate planned giving into your fundraising plan!
Planned Giving: The Basics
Wednesday, Feb. 15 from 9 a.m.–noon
Fundraisers are often paralyzed by fear of the technical and legal details of planned gifts and leery of talking to donors about a gift that involves their death. This session offers simple ways to incorporate planned giving into your fundraising program immediately. Learn why planned giving is important for every development program and how planned giving can improve donor relationships and increase dollars raised – even during tough economic times. Participants will leave this session armed with the information and inspiration to convince themselves, as well as their boss and Board that they are ready to start. A useful follow-up to this class is Planned Giving: Beyond the Basics.
Instructor: Maureen Mahoney Hill, CFRE
Fee: $65 ($55 if paid online) OR $115 ($100 if paid online) for both classes
Planned Giving: Beyond the Basics
Wednesday, Feb. 29 from 9 a.m.–noon
Are you and your Board ready to move beyond bequests? In this session, we’ll explore more complex types of planned gifts including charitable gift annuities and charitable trusts, and we’ll learn how partnering with allied professionals in the community can expand your planned giving program. We’ll dig into your donor base to identify potential planned giving donors and learn to match particular gift options with the needs of your donors. This course is designed as a companion course to the session, Planned Giving: The Basics.
Instructor: Maureen Mahoney Hill, CFRE
Fee: $65 ($55 if paid online) OR $115 ($100 if paid online) for both classes
To register, call Shelby Gracey at 412-397-6000 or register online at www.rmu.edu/bcnmregistration.