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Planned Giving for Nonprofits

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Microsoft Corporation

3025 Highland Parkway

#300

Downers Grove, IL 60515

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Come, learn what planned giving is, and how your organization can incorporate planned giving strategies into your fundraising plans.

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Planned Giving is the process of arranging a contribution that will be allocated at a future date. Most often granted once the donor has passed away, planned gifts are usually donated through a will or trust.

Planned Giving is one of today’s biggest areas of growth for nonprofit fundraising. It is estimated that over the next 25 years nearly $6 trillion will transfer to charitable organizations through bequests, trusts and other planned gifts. Just last year, over $30 billion was transferred via bequests alone.

---Gabby Weiss, Marketing Strategist, EveryAction

In these tough economic times, not-for-profit organizations need to find new ways to engage donors and secure new sources of funding. Planned gifts are a great way to do both. However, many not-for-profit organizations have not yet explored planned giving as a development tool. Planned giving can play an important role in your organization’s future.

Please join us for this instructive program as attorneys and charitable giving experts - Rory Valentine, Financial Professional with Prudential Financial; Daniel O. Ash, Associate Vice President, Community Impact for The Chicago Community Trust and Attorney Lisa Gaspero, who specializes in wills and estates- explain how small- to medium-sized not-for-profits with limited development staff and little experience can begin in planned giving. Learn basic elements of various gift plans like bequests, gifts through beneficiary designation, and charitable gift annuities. This 2-hour seminar offers practical ideas and user-friendly tools to incorporate planned giving into development programs quickly and easily.

For further information, contact Paula Brkich at pabrkich@microsoft.com

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Date and Time

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Microsoft Corporation

3025 Highland Parkway

#300

Downers Grove, IL 60515

View Map

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