PLANNED GIVING BASICS COURSE
A Six-Part Course for Beginners
(Refresher Course for Intermediates)
The Northern California Planned Giving Council offers this introductory course in planned giving. This course offers 18 hours of instruction from experienced planned giving practitioners in the Bay Area.
Learn the basics of planned giving and obtain the tools to start your planned giving program in six sessions! The sessions are interactive and students receive personalized attention since class size is limited to only 40 students. In addition, students are encouraged to team up and review materials during and after the series. Students will also receive a course notebook filled with outlines and materials to use during the series and as reference later.
Course Program & Schedule:
| San Francisco Basics Course - 2012 | Santa Rosa Basics Course - 2012 |
| Date: |
Fall 2012 |
Date: | January 17 thru February 21, 2012 |
| Time: | 3:00 to 6:00 pm (each session) | Time: | 3:00 to 6:00 pm (each session) |
| Where: | TBA, San Francisco, CA | Where: | Classroom space generously donated by Burr Pilger Mayer Santa Rosa, CA |
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Fees:
|
$225 Planned Giving Council Members
|
Fees:
|
$225 Planned Giving Council Members Thanks to a very generous grant from |
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Registration Opens August 2012 |
Register by January 9, 2012 Santa Rosa Course |
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2012 Santa Rosa Schedule
|
Week 4 |
| Greg Lassonde, CFRE Legacy Giving Specialist |
Robert Lew Planning & Financial Advisors Andrew Fradkin (SF Only) Jewish Community Endowment Fund |
| ~ Introduction and overview of course ~ Organizational readiness and willingness ~ Incorporating it in a development program ~ Staffing requirements ~ Accountability |
~ How estate planning affects planned giving ~ Why gift planners should know the basics ~ Income and estate tax issues ~ Ethics and Model Standards of Practice |
| Week 2 Establishing a Bequest Program |
Week 5 Life Income Vehicles |
|
2012-Celia Bolam |
Phil Murphy Planned Giving Specialist |
| ~ Elements of a successful bequest program ~ How to market your program ~ Processing gifts and acknowledgements ~ Collaterial materials: brochures, presentations, boilerplate documents |
~ Understanding pooled income funds, charitable gift annuities, and charitable remainder trusts ~ When and how they are used ~Calling in the experts |
| Week 3 Case-Centered Marketing |
Week 6 Putting It All Together |
| David Bonfilio Canine Companions for Independence |
Aviva Shiff Boedecker Gift Planning and Philanthropic Advisor |
| ~ Developing the case for planned giving ~ Buy-in from the board and staff ~ Customized marketing strategies ~ Timing issues |
~ Including the board, staff, and volunteers ~ Administrative policies, issues, compliance ~ Investment strategies and policies ~ Next steps for your program |
