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Offered by the Arizona Endowment Building Institute, Planned Giving 101 is a one-day course that focuses on creating the basic infrastructure necessary for nonprofit organizations to begin a legacy giving program.
During Planned Giving 101, attendees will:
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Learn the importance of gift acceptance, investment, spending, and windfall gift policies.
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Gain a baseline understanding of the variety of planned gift instruments such as bequests, trusts and charitable gift annuities.
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Learn to identify potential planned gift prospects among their organization's donors and volunteers.
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Assess their organizations' readiness to develop and launch a planned giving program and determine how to effectively "sell" the idea to the board of directors.
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Attendance is free for organizations with an endowment or reserve fund at ACF and $25 per person otherwise.
PLANNED GIVING 101:
BASICS OF PLANNED GIVING AND ENDOWMENTS
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Friday, July 17
9:30 a.m. to 2:00 p.m.
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Debi Bisgrove Community Philanthropy Center at ACF
2201 E. Camelback Road, Suite 405B, Phoenix
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RSVP online
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The Arizona Endowment Building Institute helps nonprofit organizations plan for financial stability. Find out how at www.azfoundation.org/AEBI.
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