Planned Giving Primer (Webinar 12-12-12)

Dec 12, 2012 1:30pm -
Dec 12, 2012 3:00pm

Event Details

Event Description

Planned Giving Primer (Webinar)
with Don Kramer, Esq., Editor and Publisher, Nonprofit Issues

Offered in Partnership with
Nonprofit Issues

1.5 CFRE Credits Available!

Planned giving sounds complicated, with its CRUTs and CRATs, CLUTs and CLATS, and CGAs.  It can be incredibly complicated, but it needn’t be. Keeping it simple may be the best way to start a planned giving program for a charity that hasn’t already put one in place.


This webinar will offer a review of the major planned giving instruments and a discussion of ones that make the most sense to emphasize in starting a planned giving program.  It will discuss the advantages of integrating planned giving into an existing development program, targeting the best prospects, getting buy-in from the board that is likely to generate results, and setting a structure to make it all happen.


The program will be conducted by Nonprofit Issues® editor Don Kramer and fundraising consultant Michael J. Rosen, author of the award-winning bestseller Donor Centered Planned Gift Marketing.  Rosen has 30 years of experience in fundraising activities, internationally as well as domestically, has served as a member of the Board of Directors of the national AFP Foundation and is the immediate past president of the Partnership for Philanthropic Planning of Greater Philadelphia.


Nonprofit Issues®/PANO webinars are filled with practical information.  More than 90% of the respondents to our evaluation surveys have said they learned things that they will be able to use in their work in the next six months.  If you are considering a planned giving program or just want a quick review of things you may being doing right or may be able to improve, you will want to participate in this program.

Where :               Webinar          


When :                 December 12, 2012                         


Time :                   1:30 PM – 3:00 PM (E.S.T.)


Cost :                    $62 PANO Members; $89 Nonmembers


Presenters:        Donald W. Kramer, Esquire, Editor of Nonprofit Issues

                                Montgomery, McCracken, Walker & Rhoads, LLP


                        Michael J. Rosen, Fundraising Consultant
                   Author of the award-winning bestseller Donor Centered Planned Gift Marketing





( Note : Call-in and webinar instructions will be emailed upon registion. Materials will be emailed prior to the program date.)


Event Type:Webinar
Category:Standards Other
Early registration ends on May 14, 2012.
Regular registration starts on May 15, 2012 and ends on Dec 12, 2012.
Late registration starts on Dec 13, 2012.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
Member Fee: $62.00$62.00$62.00
Non-Member Fee: $89.00$89.00$89.00