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Marketing Collaborator: Arizona Endowment Building Institute/AEBI-PLANNED GIVING 101

01 Jul 2015 3:08 PM | Stephanie Weadock (Administrator)

 

Begin the journey toward financial stability

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:

Learn the importance of gift acceptance, investment, spending, and windfall gift policies.

Gain a baseline understanding of the variety of planned gift instruments such as bequests, trusts and charitable gift annuities.

Learn to identify potential planned gift prospects among their organization's donors and volunteers.

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.

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

 

Friday, July 17

9:30 a.m. to 2:00 p.m.

 

Debi Bisgrove Community Philanthropy Center at ACF

2201 E. Camelback Road, Suite 405B, Phoenix


RSVP online

The Arizona Endowment Building Institute helps nonprofit organizations plan for financial stability. Find out how at www.azfoundation.org/AEBI.

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Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

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