Planned Giving - Plain and Simple™ Seminars

What you will learn

• What planned giving is - and why it's important for your organization today
• How to identify your best prospects for planned gifts
• How donors can use different assets to make gifts
• How the different planned gift options work
• Basic estate planning concepts you need to know
• How to successfully market planned gifts to your constituents

Who should attend

• Planned giving officers
• Annual and major gifts officers
• Executive directors, administrators, and other managers
• Trustees and key volunteers
• Attorneys and other advisers
• Anyone committed to raising money for worthy causes

Special features

• You will develop your skills for asking for a gift - by working through actual case studies with leaders in the field
• You will receive a 190-page, comprehensive manual to take back to your office and use as a valuable reference tool
• You will go home with concrete ideas about how to market planned gifts to your donors

Seminar faculty

• Ellen Estes will be the main speaker at all of the seminars
• Mary Beth Congdon will be the guest speaker at the Norwalk seminar
  
• Frank W. Estes will be the guest speaker at the Philadelphia seminar
• Thomas P. Lockerby will be the guest speaker at the Boston seminar
• Wallace Munro will be the guest speaker at the New York City seminar
• Ellen Shugart will be the guest speaker at the Sturbridge seminar

Seminar Fee

• The cost of the seminar is $350 for each participant.
• We offer a group discount to organizations that send three or more people to one location.
• The seminar fee includes a 190-page, comprehensive manual for you to take back to your office and use as a valuable reference tool. Lunch and refreshment breaks are also included.