1288 Valley Forge Rd. Building 82
(800) 490-7090

Planned Giving Hour

Free for clients (Make sure you have your coupon code). And $97 for those who haven’t discovered the benefits of being a client — yet.

The first half of the session will focus on a specific topic. The second half is unstructured and reserved for your questions: Ask anything you wish … from technical and marketing to business relationships and career advice.

Again, no question is off limits and your staff is invited to attend, too. This webinar is strictly educational and not designed to promote our services. It’s also not to be used for legal advice.

Client or not, be there. It’s a valuable investment of your time.

29Jan

Gift Acceptance Policy

January 29, 2019$97.00
Go straight to the experts. Here's where to get all...
26Feb

Let’s take a look at the charitable deduction rules

February 26, 2019$97.00
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26Mar

What if your donor’s are snow birds?

March 26, 2019$97.00
Go straight to the experts. Here's where to get all...
30Apr

Gifts of real estate

April 30, 2019$97.00
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28May

Gifts of tangible personal property

May 28, 2019$97.00
Go straight to the experts. Here's where to get all...
25Jun

Bequests

June 25, 2019$97.00
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30Jul

QCD

July 30, 2019$97.00
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27Aug

There are as many ways to make gifts as there are grains of sand on the beach.

August 27, 2019$97.00
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24Sep

Planning your year-end giving to make the most of capital gains

September 24, 2019$97.00
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29Oct

Making big gifts doesn’t have to be scary.

October 29, 2019$97.00
Go straight to the experts. Here's where to get all...
26Nov

So many organizations asking me for money! What do I do?

November 26, 2019$97.00
Go straight to the experts. Here's where to get all...
31Dec

Donor recognition and stewardship for planned giving.

December 31, 2019$97.00
Go straight to the experts. Here's where to get all...