Planned Giving on the Run
Planned Giving on the Run is a program that gives you all the nuts and bolts you need to start a planned giving program.
Has "start planned giving program" been on your project list for the past five years?
Are you avoiding planned giving because you aren't a tax expert?
Is your board still asking, "Why don't we have an endowment?"
If you answered "yes" to any of these questions, then Planned Giving on the Run is for you.
Planned Giving on the Run
Program: comprehensive start-up with turn-key simplicity
People: veteran facilitators, mentors and expert speakers
Context: council resources provide continuing education
Planned Giving on the Run is designed for busy professionals who need a planned giving program but don't have the time, staff or budget to start a traditional program.
Planned Giving on the Run will lead you step-by-step through the process of creating a planned giving program.
Classes will begin September 4, 2014.
Time: 8:00 – 10:00 a.m.
Dates: Usually the first Thursday of the month
- September 4, 2014
- October 2, 2014
- November 6, 2014
- December 4, 2014
- January 8, 2015
- February 5, 2015
- *March 5, 2015 - Snow Make-up Date if needed
Location: Greater Cincinnati Foundation, 200 West Fourth Street, across from US Bank building
Pricing (must be a GCPGC member - $70 annual dues) $200
Please do not pay $70 GCPGC dues with this course registration, or check will be returned.
For information on how to join GCPGC, email Misty at firstname.lastname@example.org
Registration: Click Here to Download the Registration Form!
Planned Giving on the Run 2014-15
Planned Giving on the Run is presented as a community and member service of the Greater Cincinnati Planned Giving Council, part of the Partnership for Philanthropic Planning (PPP).
Thank you to The Greater Cincinnati Foundation for hosting the Planned Giving on the Run Series.
|Foundational Topics||Practical Applications||Gift Planning Vehicles|
|Designing a Gift Planning Program That Fits||When Planned Giving is Not Your Only Responsibility||Charitable Remainder Trusts|
|“Impact” vs “Asset” Planning||Writing a Case Statement||Bequest & T.o.D Gifts|
|Planned Giving Readiness||Identifying PG Prospects||Charitable Gift Annuities|
|Stewardship/Ethics||Resources for Gift Planning||Tax Primer for Gift Planning|
|Foundations for Gift Planning||Policies Affecting Planned Gifts||Charitable Lead Trusts|
|Executive Director and Board||Bailouts and Life Estates|
|Marketing Planned Giving|
|Strategies to Sustain Your Program|
Planned Giving on the Run has is starting its eleventh session in as many years here in Cincinnati. It has trained over 200 people in our community in that time. Each session commonly consists of 25-30 students, including executive and/or development directors, frontline fundraisers, development coordinators, as well as those staff hired to specialize in gift planning. In addition, each session typically consists of a dozen or so individuals from the financial or legal fields, including attorneys, wealth planners, and bank trust officers.