Planned Giving 101 Seminar

Planned Giving 101 Seminar
Item# PG101-Seminar


Without a successful planned giving program, your institution or organization could be losing millions of dollars. Individuals are living longer and leaving more and more of their assets to charitable institutions and organizations through bequests, charitable gift annuities, charitable remainder trusts, and other planned gifts.

This two-day seminar is perfect for those interested in adding planned giving to their overall development programs, starting new planned giving programs, or seeking to revitalize existing programs. After this seminar, you will have the background to begin marketing and closing both current and deferred planned gifts.

Past seminar participants have said:

"I'd heard this information before [from other planned giving seminars from other presenters] but it was the first time I really 'got it'!"

"Particularly effective were the typical donor profiles for different planned gifts."

"This was GREAT! I feel so much more empowered to speak to my donors about planned giving options now."

Topics include:

• Establishing your planned giving program
• Making your present planned giving program more productive
• Gifts of cash, securities, real estate and tangible personal property
• Gifts by Will
• Bargain sales
• Bequests
• Charitable gift annuities
• Charitable remainder unitrusts
• Charitable reminder annuity trusts
• Charitable lead trusts
• Gifts of life insurance
• Planned giving websites
• Federal estate and gift tax
• Case studies and hypotheticals
• Motivation of the planned giving donor
• Matrix of planned giving opportunities
• Who are the best planned giving suspects and prospects?
• Researching the planned giving donor
• Closing the planned gift
• Continuing cultivation techniques
• How to have repeat donors
• Use of board members and other volunteers
• Planned giving “centers of influence”
• Establishing a planned giving council or committee
• Managing the planned gift
• Advertising
• Planned giving seminars and workshops
• Planned giving publications
• Evaluating your planned giving program

About the Speaker:

Calder P. Sinclair is both an attorney and President of Sinclair, Townes & Company. As former Director of the Estate Planning Program for Emory University, he has extensive “hands-on” experience in major gifts and planned giving. His planned giving publications have been sold and distributed to more than 3 million people nationwide. A Phi Beta Kappa graduate of Emory College, he received his J.D. from Emory Law School. He is the former national president of the Omicron Delta Kappa Foundation and a member of the State Bar of Georgia and the Florida Bar.

10% discount available: If you are registering for multiple seminars at the same time -- or if you are registering multiple attendees from the same non-profit institution or organization at the same time -- you are entitled to a total discount of 10% on all registrations. Please use the following coupon code at checkout: MoreThanOne

**Please list name(s) and email address(es) of all attendees in the "Comments" field at checkout**


Planned Giving 101 Seminar
Sinclair, Townes & Company (770) 988-8111