October – Planned Giving Fundamentals
A Workshop for Nonprofit Development Professionals
When & Where
$30 per person
Choose a location:
Monday, October 19 — Pagosa Springs
- 9:30 AM – 12:20 PM
- Ruby M. Sisson Library
Tuesday, October 20 — Durango
- 9 AM – 12 PM
- TBK Bank Community Room
Wednesday, October 21 — Cortez
- 9 AM – 12 PM
- First National Bank
Course Description
Did you know that planned gifts – made by everyday donors to organizations just like yours – are the largest gifts a donor will ever make? And that often, these gifts are as much as 150 times larger than their biggest annual gift! But how do you get started?
Join Brandy Bertram, Principal of Great Big Good, for a practical workshop on planned giving fundamentals that will help you (and your donors!) take a big step forward in fueling your mission, without breaking your brain or burning you out.
What you’ll learn
- Gift acceptance policies
- Monthly giving programs
- Bequests and beneficiary designations
- Gifts of non-cash assets
- IRA and qualified retirement plan gifts
- Planned giving prospecting
- Planned giving stewardship
