Discover the art and science of charitable gift planning in this comprehensive course. Focus will be given to what charitable gift planning can do for your organization and its donors, gift planning instruments, and practical application. Faculty will draw clear distinctions between planned giving and charitable gift planning and why the latter will benefit your organization and its donors. Explore ways to integrate charitable gift planning into more of your donor conversations in order to facilitate deferred, blended, and non-cash asset gifts
07-21-2024 05:00 PM - 07-26-2024 01:00 PM ET
Hi all, As a young (4 years old) but growing foundation we are beginning to see more and more multi year gifts. We currently have a stewardship plan that outlines activities based on gift size that of course increases in touches with the corresponding increase in gift size. We also recognize our donors in the Annual Report listed based on gift size. My question is: Should the total gift be used to determine the stewardship activities or should we use the actual gift payment for each year to determine that?
See matching posts in thread - Stewardship and recognition for...
Just received the February 2015 copy of Gift Planning in Canada . There is an excellent article on the new rules for testamentary charitable gifts under the Income Tax Act RSC 1985, c. 1 (5th sup.)
Gift officers have diverse audiences to communicate about gift planning, which include donors, prospects, colleagues, professional advisors, and hospital leadership.
03-10-2021 | 02:00 PM - 03:00 PM ET
This session will feature advanced-level gift planning techniques. While one may hear a lot about charitable lead trusts (CLTs), gift officers will facilitate few, if any, CLTs during their career. However, Leaving a Legacy, published by the Giving USA Foundation 2019, found that current charitable trusts were the largest planned gifts reported by study participants. Learn the application to donor situations of this complex trust as well as other less common planned gifts, including retained life estate and business interests
02-17-2021 | 02:00 PM - 03:00 PM ET
Join us as we explore real stories of novel solutions for donor recognition and engagement during a pandemic
01-13-2021 | 02:00 PM - 03:00 PM ET
Our hospital system is rolling out Benefactor/Rounding programs and is looking for nice gifts for patients. Branded blankets is one idea we have. Can anyone share other good Benefactor gift ideas? Thanks in advance!
See matching posts in thread - Benefactor Program Gift Ideas...Ca...
2550 South Clark Street, Suite 810Arlington, VA 22202
Phone+(703) 532-6243
JoinBenefitsLearn More
About UsTerms of Use