CAN SEVEN POWERFUL TECHNIQUES GIVE LIFE BACK TO THE NEW SECURE ACT?
On November 3, 2020, the North County Estate Planning Council of San Diego will take a look at seven powerfully credible techniques that mate an old trust, the CRUT, with the new law for far more flexibility in IRA beneficiary planning:
- The Child CRUT
- The Children CRUT
- The Grandchild CRUT
- ...
STOP BEING CHEATED OUT OF HUGE GIFTSā€¦
Everyone thinks planned giving is about gift vehicles, taxes, legal rules, complex strategies, all things complex that take a long time to learn.
So, you don’t do it, it’s too hard, takes too long, even though you need more big dollar gifts.
Surprise! I’ve actually...
At the Intersection of Major and Planned Giving: Move to Asset-based Philanthropy
Most organizations, large or small, public or private, local or national, arrive at the intersection where major gifts and planned gifts cross, come into question, or even merge.
- Which road should they take?
- Should the major gift officer learn planned giving?
- Should the planned giving...
What Happens at the Intersection of Major and Planned Gifts?
Organizations define the term “major gift” by an arbitrary dollar amount, set for their own convenience. Planned gifts are defined by a gift vehicle. But neither is correct from a donor’s point of view. In fact, from the donor’s perspective, both of those...
PLAIN ENGLISH PLANNED GIVING. This course is your rocket to the moon! On demand, online, 66 short webinars, 38 hours of learning, will make you an expert in Asset-based Philanthropy. Donā€™t believe me? Ask these folks who took the course.
You should take this course if you have a job in or are interested in learning about philanthropy. Asset-based philanthropy is such a largely untapped gift pool, but with the proper training (thanks to Lynda!) you can bring great value to your organization. Many of the tools you will learn can...
ARE YOU A MAJOR GIFT OFFICER LOOKING FOR MORE GIFTS? NEW TO PLANNED GIVING? NEEDING TO REFRESH FUNDRAISING SKILLS? YOU NEED PLAIN ENGLISH PLANNED GIVING. LET THE STUDENTS TELL YOU WHY YOU NEED THIS COURSE.
Take this course if you really care about your donors and prospective donors. You will become more knowledgeable, more trustworthy, and more sensitive in your communications. You will feel more confident as you follow these proven steps to creating or expanding your major gifts/planned...
CAN YOU MERGE MAJOR AND PLANNED GIFTS WITH NO NEW PROGRAMS, STAFF OR BUDGET?
Plain English Planned Giving is a 66-webinar course, each of which is approximately 30 minutes and little more, for a total of 38.75 minutes of online presentation. Hundreds of pages of materials.
WHAT MAKES THIS COURSE UNIQUE?
Low cost
On demand
CFRE credits
CSPG continuing...
Most organizations, large or small, public or private, local or national, arrive at the intersection
Most organizations, large or small, public or private, local or national, arrive at the intersection where major gifts and planned gifts cross, come into question, or even merge. Which road should they take?
As Yogi Berra famously said,” When you come to a fork in the road, take it.
...
DO YOU REALLY NEED TO START A PLANNED GIVING PROGRAM?
THE SOLUTION IS CLEAR. FOCUS YOUR MAJOR GIFT PROGRAM ON ASSET-BASED PHILANTHROPY. NO NEW PROGRAM, STAFF OR BUDGET. JUST NEW GIFTS!
PLAIN ENGLISH PLANNED GIVING
Sign up now while discount is on!
Read what people who took the course have to say:
I am...
STYMIED ABOUT HOW TO START A PLANNED GIVING PROGRAM?
THE SOLUTION IS CLEAR. FOCUS YOUR MAJOR GIFT PROGRAM ON ASSET-BASED PHILANTHROPY.
YOU DON’T HAVE TO START “A PLANNED GIVING PROGRAM” YOU ALREADY HAVE ONE!
Planned giving is just a form of major gift fundraising with assets
Asset-based philanthropy is the ...
