We encourage you to attend one of these popular day after courses.
As many nonprofits already know, 80% of planned gifts that come through the door are in the form of a bequest. It’s the easiest gift to receive and administer out of all the planned giving methods. How do you promote the concept without repeating the same message to your audience all the time?
This seminar will not only teach you the latest trends and techniques that are used to increase response but attendees will also learn how to work with their professional advisors so their donors will be motivated to complete their will. Learn what works by increasing your marketing strategies in your print and electronic formats. It doesn’t take a gift planning expert to increase bequest response, just someone who is up to date with all the marketing strategies used today.
As an added bonus, this seminar will also briefly discuss running similar marketing campaigns for two other topics that will be popular this year, Gift Annuities and IRA Rollover. * Receive five free GiftCollege credits when you register!
The Intro Seminar will introduce you to the world of planned giving and utilizing the Crescendo Software to create and market planned gifts. Seminar attendees will learn how to close gift annuities and unitrusts, as well as create presentations for donors. Seminar participants will also learn how to effectively use software features such as the help system, calculator and the "Explanation for Professional Advisors" text to persuade the donor's advisors to help you close the gift. Participants are eligible to earn 5 hours of CPE, CFP, and CLE credits. * Receive five free GiftCollege credits when you register!
Designed for those ready to tackle the most creative and complex planning options available. Timely options for funding education and retirement, lead trusts, family corporations, unitrust with insurance replacement, IRA regulations, gifts of IRAs and pension plans are among issues explored. We always save time to examine late breaking news items and their impact on planned giving. CFP, CPE, CLE credits: 12 hours. * Receive five free GiftCollege credits when you register!
This user friendly seminar will show you how to easily customize your royalty-free GiftLegacy eLiterature. Using Adobe InDesign*, the seminar takes a hands-on approach and walks you through the basics of using the software to prepare your brochures and quarterly print newsletter for your professional printer. Seminar participants will also learn new ways to market and use GiftLegacy eLiterature to increase contacts and raise eGifts. Each participant will receive a CD chalked full of learning materials and a manual for further review and learning. Receive five free GiftCollege credits when you register!
