Resource Institute For Estate and Gift Planning Session 1: Introduction to Development and Planned Giving

Session one is an overview of estate planning, planned giving and development basics for beginners or it can be a refresher course for veteran gift planning professionals. This session serves as a foundation for the remainder of the course.

Topics include:

• Importance of planned giving to your overall development program;
• Basics of estate planning and estate tax planning;
• Basics of the income tax rules pertaining to charitable gifts;
• Tax-wise techniques that produce major current and planned gifts;
• How to start or enhance your planned giving program;
• Demographics -- Changes to the 21st Century;
• How to gather information for an estate analysis or tax impact statement.

Course fee: $300

Length: 1 1/2 days

Schedule
January 20-21, 2011

July 14-15, 2011

 

Time Frame

The first session will begin at 9:00 a.m. on Thursday and conclude at 12:30 p.m. on Friday.  There is no evening session on Thursday.

To maximize your gift planning efforts today, click here to register on-line or call 1-800-659-7445.

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