$150 – $300

Multiple Dates

Practical & Inspired Planned Giving Two-Day Seminar

Event Information

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Date and Time

Location

Location

U.S. Bank City Centre

Fourth Floor Conference Room

1420 5th Avenue

Seattle, WA 98101

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Event description

Description

A Robust Orientation to Planned Giving

Presented by Lane Powell and del Prado Philanthropy

What You Will Learn:

  • Introduction to gifts in wills, trusts and beneficiary designation accounts
  • Introduction to life income plans, charitable lead trusts, retained life estate and bargain sales
  • How to create your annual planned giving marketing and outreach plan
  • How to discover, engage, cultivate, solicit and steward planned gift donors
  • Best practices in building endowments
  • How to deal with planned gifts that no longer work
  • Best practices in bequest administration
  • Ethical issues in planned giving and interacting with seniors
  • Planned giving strategies involving illiquid assets
  • Incorporating planned gifts in campaigns
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Location

U.S. Bank City Centre

Fourth Floor Conference Room

1420 5th Avenue

Seattle, WA 98101

View Map

Refund Policy

Refunds up to 1 day before event

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