Principles of Planned Giving

Date: 
08/12/2010
Time: 
1pm Eastern/ 12pm Central/ 11am Mountain/ 10am Pacific

Please note corrected date - August 12, 2010

Committed donors can leave extraordinary legacies through planned giving.  How can you help your organization be remembered?  Get the steps to start a planned giving program for your organization that is integrated with your current development initiatives and is simple and comfortable to implement.
By the end of the audio conference, you will:

  • Learn about the type of donor that may leave a planned gift
  • Hear how other organizations made planned giving an income source
  • Identify the key elements donors look for in organizations before leaving a legacy gift
  • Find out how to take the first steps towards a successful planned giving program 

Level:  Intermediate
 
What You Get:
Registration fee includes participation in one 60-minute webinar and materials. Registered participants will receive advance materials by email with a web link and toll-free number to access the live program.
 
Who Should Particpate:
·  Executive directors,
·  development directors/primary fundraisers, and
·  board members
from small to mid-size organizations looking to take a step towards setting up a planned giving program.

 
For More Information:
Contact Stacy Baker at (301) 270-2904 or stacy(at)icl.org.

Instructor: 

Steven D. Zimmerman, CPA, MBA is the Principal of Spectrum Nonprofit Services where he performs training and consulting in the areas of finance and strategy for community-based organizations throughout the country. Steve is co-author of the forthcoming book “Nonprofit Sustainability: Making Strategic Decisions for Financial Viability” due out by Jossey-Bass in November 2010. He is a Certified Public Accountant and earned a BA from Claremont McKenna College and an MBA from Yale University.
 

Registration Options
Register: 

Registration for this event is now closed. Please contact Melly Ntally at melly@icl.org for more information.