How Planned Gifts Work

How Planned Gifts Work

Speaker
Meredith Sossman, JD, CFRE
Meredith Sossman Consultant, Author, Speaker
Viken Mikaelian CEO, PlannedGiving.Com
Date & Time (E.S.T.)
March 26, 2020 2:00 PM EST
End Time (E.S.T.)
March 26, 2020 3:15 PM EST

From: $95.00

If you already know the basics of planned gifts, this is a great refresher. If you are not familiar with the basics of planned gifts, then this course is definitely for you.

Not too technical… not too simple. Have a pen and notepad on the side.

Planned Giving Pocket Guide for Fundraisers

Gift Plan "Sell" Sheets (download)

[Requires customization; Adobe InDesign needed.]

These one page "sell" sheets are exactly that ... a quick specification sheet that explains the features and benefits of a particular gift plan.

Several other benefits come with these "sell" sheets, so make sure you download the PDF below.

  • Professionally designed 15 "sell" sheets; simply download and add your logo and information
  • Expertly drawn gift diagrams
  • Expertly written and easy to “get”
  • Several elevator pitches to choose from
  • Perfect as leave-behind pieces
  • Perfect for advisors, attorneys, board members
  • Handy for Legacy Society event materials
  • Perfect to assimilate in a pocket folder
  • Free Pocket Guides:
    • One (1) Pocket Guide for Fundraisers
    • One (1) Pocket Guide for Board Members
    • One (1) Pocket Guide for Beginners/Staff
  • Ten (10) Gift Comparison Charts
  • 20% subscription discount: Giving Tomorrow™
  • Confidence of having us as a trusted partner
  • 8.5 x 11
  • Royalty-free: print as many as you wish

Important: you or your designer will need Adobe InDesign. If the fonts do not match, just substitute your own. Its easy.

Or, have us professionally do it for you!

Download a PDF describing this product

Time Left

If you already know the basics of planned gifts, this is a great refresher. If you are not familiar with the basics of planned gifts, then this course is definitely for you. In simple, plain English, Meredith Sossman, Esq., CFRE and Viken Mikaelian, founder and CEO of PlannedGiving.com, will present an overview of the most popular planned gifts. An essential webinar for any CEO, CFO or fundraiser who wants to raise more and larger gifts.

Meredith Sossman, Esq., has raised millions … both in planned and major gifts. She knows the ins and out of all gift plans and will summarize them for you in less than one hour.

  • Not too technical, simple explanations.
  • What do calculators do?
  • What planned gift works for different types of donors.
  • What planned gifts are risky for the nonprofit.

  • How to “sell” certain planned gifts.
  • Which ones are the most popular?
  • What are the specific donor characteristics profiles?
  • Upside and downside of each gift plan.

Gift Plans Covered

Gifts Anyone Can Make
  • Bequests
  • Appreciated Securities
  • Retirement Plans (Rollover Included)
  • Life Insurance
  • Donor Advised Funds
  • Real Estate
  • Personal Property
  • Mineral Interests
*Overview
Gifts That Provide Income*
  • Gift Annuities
  • Deferred Gift Annuities
  • Annuity Trusts, Unitrusts, Remainder Trusts
Gifts That Protect Your Assets*
  • Retained Life Estates
  • Lead Trusts
  • Bargain Sale

In Brief

  • IRA Rollover explained
  • Upsides and downsides of each gift
  • Donor profiles for specific gifts
  • Incentives under the new tax laws
  • Year-end giving… is it too late?

Discover how easy it is to raise funds through planned giving — you’re sitting on acres of diamonds.

Handouts

  • Gifts Comparison Chart
  • Donor Characteristics Table

If you do not know how your basic gift plans work, you will not be able to raise planned gifts!