July 16 – 21, 2017
Madison, WI



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Planned Giving
♦ Track 6 ♦

 Draft Blueprint


This course provides an overview of the components of a successful planned giving program, offering an in-depth explanation of planned gift instruments (in both U.S. and Canada) and the marketing of planned gifts. Emphasis will be placed on 'small shop' program design and implementation. Walk away with practical tips and tools you can use immediately at your organization to build an inspiring planned giving program that will attract and retain your most loyal donors. 

Who Should Attend

This track is for individuals who have completed the Fundamentals of Resource Development program or a comparable introductory program; those with several years of fundraising experience; and those wanting to initiate a planned giving program or improve an existing one. 

What We Will Cover


  Understanding and Managing the Planned Gift Instruments

  • Tax Aspects of Charitable Gifts Including Recent Updates (U.S. and Canada) 
  • Current Gift Options 
  • Deferred Gift Options 
  • Bequest Administration Practices 
  • Ethical Issues in Gift Planning 

  Marketing Planned Gifts

  • Marketing Essentials 
  • Factors Motivating Planned Gifts 
  • Communicating Planned Gift Opportunities 
  • Identifying Bequest Prospects 
  • Cultivating Prospective Planned Giving Donors 
  • Asking for the Gift 
  • Building Endowment with Planned Gifts 
  • Planned Giving and the Internet 

  Gift Planning Program Opportunities

  • Common Myths about Planned Giving 
  • Preparing Your Annual Activity Plan 
  • Program Integration Opportunities 
  • Tracking, Managing and Reporting Planned Gifts 
  • Principles of Charitable Estate Planning 
  • Using Planned Giving to Solve Donor Estate Challenges 
  • Recognition and Stewardship of Planned Gift Donors

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