Resource Institute For Estate and Gift Planning Session 3: Fundamentals for the Successful Planned Giving Program

Session three covers the fundamentals of planned giving that are needed to be an effective planned giving officer. It also covers the essentials of building and operating a productive planned giving program.

Topics include:

• Tax implications for charitable giving;
• Major donor solicitation for major and planned gifts;
• Creative tax planning for income and estate tax;
• IRD Problems and Solutions;
• Gift annuity and deferred gift annuity;
• Charitable remainder unitrust, annuity trust and pooled income fund;
• Charitable income lead trusts;
• Final review with participant case studies.

Textbooks:
Planned Giving Management by RDI Consulting, LLC
Guide to Charitable Giving by Price Waterhouse Coopers

Course fee:
$595 (includes textbooks)

Length: 2 1/2 days

Schedule
May 18-20, 2011

November 16-18, 2011

 

Time Frame

The third session will begin at 9:00 a.m. on Wednesday and conclude at 12:30 p.m. on Friday.  There are no evening sessions on Wednesday and Thursday.

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

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