Planned Giving 101: Laying the Foundation

🌟 Course Title: Planned Giving 101: Laying the Foundation

🎉 Headline: The First Steps Towards Building Your Nonprofit's Legacy Giving Program

Are you ready to secure your nonprofit's financial future? Imagine the profound impact your organization could have with just a fraction of the estimated $30 trillion that Americans are expected to give away through bequests over the next few decades. 💸✨

Planned Giving 101: Laying the Foundation is designed to guide you through the initial steps of establishing a planned giving program for your nonprofit. This course, led by the experienced Alison Clare Baldree, CFRE, will help you unlock the potential of legacy giving and ensure that your organization remains a pillar in its community long into the future.

Why Planned Giving?

• 🏡 Homeowner's Perspective: A significant portion of an individual's wealth is tied up in their home or other property, which can be left to nonprofits through bequests without affecting their family's financial security.
• 🤝 Donor's Intent: Many donors are motivated by the desire to ensure their values and contributions continue beyond their lifetimes. Planned giving allows them to make a lasting impact.
• 💰 Sustainable Funding: Beyond immediate donations, planned gifts can provide a steady stream of funding that can sustain your nonprofit's mission over time.

Course Highlights:

• Learn how to develop a basic framework for your planned giving program 📐
• Identify the most promising prospects for planned gifts within your donor base 🎯
• Explore various types of planned gifts that can benefit both your organization and your donors 🎁
• Understand the steps to take to begin promoting your planned giving program effectively 📣

What You'll Gain:

• Knowledge: Acquire the foundational understanding of planned giving, estate planning, and tax considerations.
• Tools: Receive practical tools and resources to communicate with donors about legacy gifts.
• Confidence: Feel empowered to approach potential planned giving donors with confidence.
• Materials: Create informative brochures and website content that will resonate with your audience.

Who is this course for?

• Nonprofit founders looking to create a lasting legacy.
• Fundraisers seeking new funding avenues.
• Volunteers eager to understand the impact of planned giving.
• Anyone passionate about the transformative power of legacy gifts.

By the conclusion of Planned Giving 101: Laying the Groundwork, you'll have a solid grasp of the basics of planned giving and be well on your way to laying the groundwork for your own program. This course will provide you with the language, materials, and strategies needed to engage with donors about leaving a legacy that aligns with their values and your nonprofit's mission.

Enroll today and take the first steps towards securing your nonprofit's future! 🌱🌍