Planned Giving Seminar
Day 1
Building Bridges Between Planned and Major Gifts
- What Every Development Officer Ought to Know
- How to Talk to People About Planned Gifts, Especially Bequests
- Comparison of Planned and Major Gifts and How the Process for Completing Them Differs
- How to Integrate Planned Giving in a Capital Campaign
- Creating Endowments with Major and Planned Gifts
- Proven Ways to Identify Major and Planned Gift Prospects
- Panel discussion with faculty regarding: How Major and Planned Gift Officers Can Work Together and the Crediting Policies That Stimulate Collaboration
Days 2 & 3
Actual Process of Gift Planning
- Operating a Successful Bequest Program (understanding bequests to include various end-of-life gifts)
- Applications of Gift Annuities Using Case Studies
- Applications of Charitable Remainder Trusts Using Case Studies
- Case Studies Regarding Less Common but Useful Planned Gifts: Charitable Lead Trusts, Retained Life Estates, Pooled Income Funds, and Bargain Sales
- Gifts with Non-Traditional and Complex Assets: Real Estate, Business Interests, Tangible Property, Intellectual Property, etc.
- New Developments Regarding Tax, Financial Markets, and Technology Affecting Charitable Gifts
- Examples of Blended Gifts and How to Create Them
- How to Steward and Recognize Planned Gift Donors
- Group project: Analyzing and Finding Solutions to Issues in a Very Complex Gift
- The Many Types of Life Insurance Gifts
- Reaching Donors Through Innovative Marketing
- How to Help Donors Find Meaning to Life Through Their Philanthropy
- Panel with the faculty: Discussion of Policies and Various Administrative Issues in Operating Planned Giving Program (Seminar participants will submit questions to which the panel will respond.)
Who should attend:
Day 1: Directors and generalists who have responsibility for both major and planned gifts or those who may want to implement a planned gift program; major gift officers who want to be able to initiate planned gifts; and planned gift officers who are interested in developing collaborative relationships with major gift officers.
Day 2-3: The second two days of the seminar are for those who specialize, or plan to specialize, in planned giving. The seminar will provide a good foundation for handling a variety of planned gifts and for operating a planned giving program.
Seminar Pricing
City and Date TBD
For beginning- to intermediate-level gift planners
| Register until April 15 |
Register until May 15 |
Register until June 15 |
Register after June 15 |
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| Non-Client | $695* | $745* | $795* | $845* |
| Client | $595* | $645* | $695* | $745* |
| Day 1 Only | $295** | $345** | $395** | $445** |
*$100 discount for each additional registrant from same organization
**$50 discount for each additional registrant from same organization
Instructors for the Pentera Planned Giving Seminar
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Claudine A. Donikian, JD, MBA |
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Joe Bull, JD |
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Frank Minton, PhD |
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Lynn Malzone Ierardi, JD |
Additional Guest Speakers to Be Announced
Pentera seminars are considered the best in the profession.
"All of the speakers were engaging, dynamic, and humorous. They were obviously completely knowledgeable in all aspects of the field but were able to present the information on a level that was relatively easy to digest, even for someone new to planned giving."