4 Consecutive Wednesdays starting

July 20, 2016 at 12:00 PM - 1 PM EDT through

Wednesday August 10, 2016

COST: $240 for up to 6 individuals


This is an online event. 



Planned Giving Advisors LLC 
Planned Giving Advisors, LLC. 

Beyond the Planned Giving Boot Camp 

Please join us for our new 4-part webinar series - Beyond the Planned Giving Boot Camp - where we will dig into the following 4 major topics areas for growing your programs: 

  1. Charitable Gift Annuities - This crucial planned giving option is more challenging than ever to offer but how can you not offer it when so many of your competitors are?  We will cover the practical details and issues you need to address in launching and running your gift annuity program - licensing, risk and other management issues - as well as how to present and close these gifts with prospects.
  2. Charitable Remainder Trusts - The best option for larger "life-income" gifts and can be set up with or without a formal planned giving program!  We will cover the practical issues in presenting options to your prospects, what works and what doesn't work, and how you can start bringing in these large irrevocable planned gifts.
  3. Survey Campaigns - More and more nonprofits are hitting gold with survey programs in finding planned giving and major gift prospects.  We will compare results and techniques from several different nonprofits and try to draw practical conclusions on how we should be adjusting our marketing efforts and whether you should be launching  your own survey campaign.
  4. Matching Gift Campaigns for Planned Giving (Legacy Challenge) - Want a campaign approach that attracts planned gift commitments and brings in cash today?  Many planned giving programs have succeeded way beyond normal with this method. We will review the results, methods and materials from several successful planned giving matching gift campaigns and hopefully learn whether this method makes sense for your organization and which particular approach is right for you.