Basics Course

COURSE REGISTRATION IS CLOSED
PLEASE CHECK BACK IN 2010 FOR NEXT COURSE 

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.

Date:   October 15, 2009 thru November 19, 2009  (One 3-hour session per week for six consecutive weeks)
Time:   4:00 to 7:00 pm (each session)
Where:   Offices of the East Bay Community Foundation, Oakland, CA
Fee:     Planned Giving Council Members $225; Non-members $275

Seating Limited to 40!
Register Online by September 30th

Course Program & Schedule:

October 15, 2009 (Thursday) What is Planned Giving? Greg Lassonde,CFRE, Planned Giving Specialist ~ Introduction and overview of course ~ Organizational readiness and willingness ~ Incorporating it in a development program ~ Staffing requirements ~ Accountability   October 19, 2009 (Monday) Establishing a Bequest Program David Cunningham, University of San Francisco   ~ Elements of a successful bequest program ~ How to market your program ~ Processing gifts and acknowledgements ~ Collateral materials: brochures, presentations,      boilerplate documents October 26, 2009 (Monday) Case-Centered Marketing Phil Murphy, Planned Giving Specialist ~ Developing the case for planned giving ~ Buy-in from the board and staff ~ Customized marketing strategies ~ Timing issues

November 2, 2009 (Monday) Estate Planning Issues Robert Lew, Planning & Financial Advisors ~ How estate planning affects planned giving ~ Why gift planners should know the basics ~ Income and estate tax issues ~ Ethics and Model Standards of Practice November 9, 2009 (Monday) Life Income Vehicles Susan Shain, Coro Center for Civic Leadership ~ Understanding pooled income funds, charitable     gift annuities, and charitable remainder trusts ~ When and how they are used ~ Calling in the experts November 19, 2009 (Thursday) Putting It All Together Aviva Boedecker, Gift Planning & Philanthropic Advisor ~ Including the board, staff, and volunteers ~ Administrative policies, issues, compliance ~ Investment strategies and policies ~ Next steps for your program