2020-2021 Planned Giving on the Run – Session 2

2020-2021 Planned Giving on the Run

Reserve your spot today!

October 6th, 2020, 8:00 am - 10:00 am
Zoom Meeting
Register by October 2nd, 2020
200.00

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

Adequate time will be allowed for class discussion and problem solving.

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.

Planned Giving on the Run participants are matched with a mentor at the beginning of the series. If you are interested in becoming a mentor, please contact Mentor Chair, Rhonda Curtis at rcurtis@clovernook.org.

Members of the 2020-2021 Planned Giving on the Run Committee are Rhonda Curtis, Kathann Koehler, Jeff Lydenberg, and Mark Noel.

2020-2021 Schedule

Time: 8:00 – 10:00 a.m.
Dates: Usually the first Tuesday of the month

  1. September 9, 2020 (second Wednesday)
  2. October 6, 2020
  3. November 3, 2020
  4. December 8, 2020 (second Tuesday)
  5. January 5, 2021
  6. February 9, 2021 (second Tuesday)

Location: Zoom Meeting

Pricing Course fee:  $200**
**Must be a GCPGC Member to attend. GCPGC annual dues are $70.00
(Please do NOT pay GCPGC dues with course registration or check will be returned)

Registration

Space is limited.

Not a GCPGC Member?
Click Here to Join Online

Thank you to The Greater Cincinnati Foundation for hosting the Planned Giving on the Run Series

Course Topics

Foundational Topics Practical Applications Gift Planning Vehicles
– Designing a Gift Planning Program
That Fits
– When Planned Giving is Not Your
Only Responsibility
– Bequests & T.O.D Gifts
– “Impact” vs “Asset” Planning – Writing a Case Statement – Charitable Lead Trusts
– Planned Giving Readiness – Identifying PG Prospects – Charitable Remainder Trusts
– Stewardship/Ethics – Resources for Gift Planning – Charitable Gift Annuities
– Foundations for Gift Planning – Policies Affecting Planned Gifts – Retirement Account Planning
– Executive Director and Board – Other Planning Techniques
– Marketing Planned Giving – Tax Primer for Gift Planning
– Record Keeping
– Legacy Society
– Strategies to Sustain Your Program
– Building Relationships
– Making the Ask

Planned Giving on the Run has is starting its thirteenth 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.