We
want to remind you that there is still time to
register
for our "Planned Giving:
Getting the Proper Start. This is a new course we're bringing to Traverse City,
and we would love to have you there! Registration closes on Monday, March 9, 2015.
Planned Giving: Getting the Proper Start
Tuesday, March 17 to Thursday, March 19,
2015
8:30 am to 5 pm
Northwestern Michigan College University
Center
with James E. Gillespie, planned giving expert and lead
faculty
of The Fund Raising School, a unit of the Indiana
University Lilly Family School of Philanthropy.
You'll learn how to:
- Determine if your organization is ready for a planned giving program
- Understand the benefits to donors for making planned gifts
- Recognize which planned gifts are best for certain donor situations
- Match donor needs to your nonprofit's needs
- Understand appreciated property, deposit agreements, wills and bequests, insurance and charitable lead trust
- An easy-to-use, comprehensive Study Guide to use for future reference
- IRS information
- How to start and market a new program
- Sample forms and documents that can be applied to your program
- Planned gift development bibliography
Participants must stay through the end of the class in order to receive the
Certificate of Completion. Travel arrangements and other appointments should be
scheduled around class times. The course will adjourn at 5:00 p.m. on the last day.
Total cost: $850 (includes continental breakfast, lunch, manual and
flash drive with all materials and templates).
For more information or to register for this event, please click here.
Questions? Please contact Pam Evans via email or call (231) 929-3934
Pamela Evans
NorthSky Nonprofit Network
202 East Grandview Parkway, Suite 203
Traverse City, MI 49684
231.929.3934, x 208
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