Funding for Nonprofits: Starting a Simple Planned Giving Program

Nonprofits get funding through grants, events, individual giving, corporate donations, and major and legacy gifts. Start with a quick overview of these funding strategies and then drill down on major and legacy gifts, an important way for nonprofits to achieve financial stability for the long haul. A planned (or legacy) gift is made by a donor during their lifetime or at death as part of their overall financial and/or estate planning. These include gifts through wills and trusts, gifts of stock, life insurance, real estate, personal property, and, of course, cash. Learn to start a legacy program or re-energize your existing one. Topics will also include policies and procedure to ensure your program is successful. A 35-year fundraising professional, Jim Gumpert spent his career working for national charities including the Arthritis Foundation, American Red Cross, and Boys and Girls Clubs of America. He is a frequent speaker at national conferences on topics ranging from annual campaigns, major and planned gifts, and recruiting and motivating board members.

Code:1966AO
Dates:May 15, 2020 Check for other dates
Meets:One Fri., 1-4PM 05/15
Location:CFU LOWRY: Near 1st & Quebec
Fee:$61
You could save $12.00 on this course by becoming a member of CFU Membership
Notes:$5 materials fee payable in class

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