Planned Giving Primer
Wednesday, December 12 | 1:30 PM – 3:00 PM | Webinar
Presented by: Don Kramer, Editor and Publisher, Nonprofit Issues & Charles Sterne III, Director of Principal Gifts and Planned Giving, Curtis Institute of Music in Philadelphia
Moderated by: Tish Mogan, Standards for Excellence Director, PANO
Offered in Partnership with: Nonprofit Issues
Planned giving sounds complicated, with its CRUTs and CRATs, CLUTs and CLATS, CGAs, PIFs, and other vehicles. 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 so that charitable organizations have a basic understanding of the principal forms of planned giving opportunities for their donors. It will provide the language and the concepts to discuss possible gifts with potential donors but will return to the ones that make the most sense to emphasize in starting a planned giving program.
CPE & CLE credits are available for this program; to receive credit you must register through Nonprofit Issues.
$40 PANO Members $80 Regular Price
Terms of Participation
Your purchase entitles you to a single login; multiple accesses to the Zoom webinar are not permitted. Please do not share the login information with others. Feel free to gather others around your conference phone or work station to listen and view the program.
What Past Participants Said About This Webinar:
“Speakers are very knowledgeable.”
“The program offered great advice and examples of how to incorporate planned giving opportunities into our fundraising strategies.”
“Very informative; lots of good examples and questions.”
Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to the webinar.
Can’t attend? All webinar registrants will receive the webinar recording!
About Nonprofit Issues
Nonprofit Issues® is a national Web newsletter of "Nonprofit Law You Need To Know." Written for nonprofit officers and directors and their professional advisors, Nonprofit Issues provides clear, concise and comprehensive coverage of real issues that affect nonprofits every day. All PANO members receive a 30% discount for a yearly subscription – learn more!