This seminar will focus on the “basics” of Planned Giving. Attendees will learn or review

  • the features and benefits of each popular deferred giving plan
  • when to propose such a plan to a prospect
  • how to present such a plan
  • the best practices for documenting a completed plan
  • Handouts will include sample informational “flyers” for gift officers and prospects, sample diagrams and flow charts, and sample documentation forms