Webinar: Getting Started With Planned Giving

Webinar: Getting Started With Planned Giving2017-06-10T17:43:52-04:00

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About the presenter:

Judi Smith, MA, CFRE

Judi Smith, MA, CFRE, caps a career of more than three decades in development by working with the Arizona Community Foundation in Sedona as a Regional Senior Philanthropic Advisor.  She has been an independent consultant to nonprofits, an executive director and staff leader in higher education, arts organizations, and a national foundation.  A sought-after speaker and trainer, Judi considers teaching others about topics in our field to be a special talent.  A huge believer in planned giving and endowments, Judi loves to talk with individual donors and nonprofits about the planned gifts that build secure futures for nonprofit missions.

When: Thursday, June 25th, 2015 – 1:00pm-2:00pm Eastern

You’ve put it off. It nags at you. You know you should be talking to your longtime donors and volunteers about making a legacy gift.

But… whatever your excuse is — and there are many — you are leaving money on the table that could further your mission if you don’t ASK your dearest friends to consider a planned gift. Most of them are easy. Most of the technical stuff is handled by other professionals. And those gifts are there for the asking. But you DO have to ask — just like any other gift.

Attend this webinar to learn how you can get started with planned giving.

Learning objectives:

  • The pro’s and con’s of starting a planned giving program
  • The opportunities for planned giving. Apply national statistics to your database
  • How to get your organization ready for planned giving
  • Planned gifts you should consider promoting — and some you probably shouldn’t at the beginning
  • Whom to ask and how
  • Recognizing planned giving commitments

This presentation will be recorded for future viewing.

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