[Fundraising Academy] Session 4: Planned Giving + Graduation
March 28 - March 29
Planned giving involves the use of a major gift as part of a donor’s financial and/or estate planning. This two-day session covers the different types of planned giving, the many advantages of planned gifts – including tax benefits, providing income to the donor, and the ability to maximize the gift while minimizing the impact on the donor’s estate. Participants will learn how to assist major donors in using planned giving to achieve their financial and estate planning goals while supporting the cause(s) they are passionate about.