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Live Webinar

90-minute live streaming program
  • October 15
  • 1:00 - 2:30 pm EST

Planned Giving Fundamentals for Nonprofits

October 15

Learn the fundamentals of planned giving and best practices to start your planned giving program.

Too many nonprofits are intimidated by planned giving fundraising. They think it’s too technical; they need a lawyer’s expertise; they’ll be talking about death; and it will detract from other fundraising. In this topic, Tony Martignetti will smash those misconceptions. He’ll make planned giving easy and accessible and will assure you there’s no need to talk to your donors about their death. He’ll weave his stand-up comedy into the material, and you’ll walk away empowered to begin a planned giving program at your nonprofit.

Learning Objectives

  • You will be able to define how planned giving differs from other fundraising methods.
  • You will be able to discuss why bequests are the right place to start your planned giving program.
  • You will be able to describe other non-bequest types of planned gifts.
  • You will be able to identify who the best prospects are for planned gifts.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Which Types of Nonprofits Can Benefit From Planned Giving
  • Mission
  • Longevity
  • Staff Size
Who Are the Best Planned Giving Prospects
  • Age
  • Giving History
  • Never Married and No Children
Where Do You Start Your Planned Giving Program
  • Charitable Bequests
  • Why Start With Bequests
  • Why Are Bequests the Most Popular Planned Gift
What Are Other Types of Planned Gifts
  • Revocable Trusts
  • Life Insurance
  • Beneficiary Designations
  • Charitable Gift Annuities
  • Charitable Trusts
How Do You Market Your Planned Giving Program
  • Events
  • Direct Mail
  • Digital
  • Print
Resources to Learn More
  • Free How-to Guide
  • Book
  • Nonprofit Radio Podcast
  • Planned Giving Accelerator
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for accountants, CPAs, executive directors, controllers, enrolled agents, tax managers, CFOs, CEOs, presidents and vice presidents, business owners and managers, board members, and treasurers.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Tony Martignetti

Tony Martignetti

Martignetti Planned Giving Advisors

  • Principal with Martignetti Planned Giving Advisors
  • Planned giving fundraising counsel to colleges, hospitals, museums, religious organizations, social services, advocacy organizations, an arboretum, and more
  • Six years as a frontline planned giving fundraiser before moving to consulting in 2003
  • Routinely selected as a conference presenter, podcast guest, blogger, and media source for the likes of The Chronicle of Philanthropy and The New York Times
  • Host of Tony Martignetti Nonprofit Radio, Big Nonprofit Ideas for the Other 95%, the #1 podcast for nonprofits
  • Former attorney and stand-up comic
  • Can be contacted at [email protected]
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

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Product ID: 407504
Published 2020
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