Webinar: Focus on Planned Giving

For all nonprofit organizations, the allure of immediate fundraising dollars is understandably strong, but planned giving should also be part of your long-term strategy for achieving your important mission.  Savvy fundraisers know that bequests, gift annuities, and charitable remainder trusts can provide sustainability for the future.

Join Aronson LLC for a webinar on April 7^th where we will give attendees an in-depth overview of these three major components of planned giving: 

Focus on Bequests  

• Who are your bequest donors and how do you cultivate them?
• What types of bequests do you get and are you promoting them effectively?

Focus on Charitable Gift Annuities

• What is a charitable gift annuity and what obligation is the recipient taking on?
• What legal issues and on-going administrative matters are associated with issuing CGAs?
• Who are your CGA donors and how do you cultivate them?
• How do you determine what rates to issue the CGAs for?
• What is your internal policy for handing these funds?

Focus on Charitable Remainder Trusts

• What are charitable remainder trusts and what is the benefit to the charity?
• Who are CRT donors and how do you cultivate them?
• Do you actively promote CRTs or do donors approach you with their advisors?
• What legal and administrative requirements apply to CRTs?
• What issues are involved in the decision to trustee the assets?

Register today for this free and convenient event that will help you develop a new planned giving strategy or fine tune the one you already have!  Panelists will include:

• Robert Brennan–Vice President for University Advancement at Mount St. Mary’s University
• Alex Fritz–Associate Director of Gift Planning for Virginia Tech
• Kathy Ward—Senior Vice President of the American Institute for Cancer Research

REGISTER HERE