Gift Planning Introductory
Gain invaluable hands-on experience using case study examples to illustrate these gift options while discovering the powerful and effective features of your gift planning software.
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Fees and Policies
Training Location Details
Who can benefit from this class?
- Prior knowledge of planned giving is helpful, but you can benefit from this class if you are new to planned giving.
- If you are an experienced gift planner, the planned giving review is a good refresher on the fundamentals.
- No prior experience with Planned Giving Manager software is required, and no advance preparation for the course is necessary.
Topics Covered:
Gift planning models include Gift Annuities - Immediate, Deferred, Flexible and Commuted Pay and Charitable Remainder Trusts.
- Introduction to Planned Giving Manager
- Gift Annuities - Immediate to Commuted Pay
- Create Basic Gift Annuity Proposals
- Introduction to Charitable Remainder Trusts
- Create Trust Proposals
- Using PGM Narratives to Market Gifts
Schedule for the Day
- The session runs from 9:00 a.m. to 4:00 p.m.
- Two 15 minute breaks, morning and afternoon with an hour for lunch on your own at noon.
- Continental breakfast will be provided before the start of the session and refreshments during breaks.
- Please be in the room by 8:30 a.m. so that the session may begin on time.
CFRE and CFP credits: 6.0 Prerequisite: None. Course level: Advanced. Instructional method: Group-live. For information on policies on cancellations, complaints or refunds, please contact Dyke Tilt at (888) 474-2252.
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