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. NOTE: This course will be offered via Zoom. Register now for the class and then the day before class the instructor will send you the link to attend. Look for an email with "CFU Zoom class: Funding for Nonprofits" in the subject line. A good internet connection and a computer or device with a camera and mic are needed.

Dates:November 13, 2020 Check for other dates
Meets:One Fri., 1-4PM 11/13 (MT)
Location:ONLINE: Via Zoom
You could save $12.00 on this course by becoming a member of CFU Membership
Notes:Class time is MT. Good internet connection and a laptop or device with camera and mic is needed. You should download Zoom in advance of class it is free to install, Look for an email from your instructor with the subject line CFU Zoom class for the link. Be ready to log on and join the meeting 5-10 minutes prior to the class start time so you will be ready when class begins. If you have trouble using the link, just go to, click "Join a Meeting" and enter the meeting ID provided in the instructor's email.

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