Contact
PPP Miami Department of CommunicationsPartnership for Philanthropic Planning of Miami-Dade
305-490-3030
communications@pppmiami.org
Everything You Ever Wanted to Know About Planned Giving
(that we could cram into an hour)
Planned giving often concentrates on the arcane mechanics of gifting vehicles while ignoring the motivations of the donor. We take a detailed look at the donor's point of view; specifically how to identify the donor's financial and estate planning challenges, and how to address those challenges with planned giving.
You will not only learn and feel comfortable with the concepts of planned giving, you'll learn how to implement them. While there is no guarantee you'll be able to "land" a planned gift on the day following the conference (in fact we can pretty much guarantee you probably won't), you'll be able to implement the first steps the very second you return to your office and grab a cup of coffee.
You'll learn:
- Why Planned Giving? - wouldn't getting a ton of fat checks be much easier?
- Why Not Planned Giving? - if it's so great, why is everyone doing auctions?
- What is Planned Giving? - useful if you're on Jeopardy
- Helping your Donors to Leave a Legacy - this is what makes planned giving work
- A Bunch of Planned Giving Vehicles - there's at least one for almost any donor!
- Actual Hypothetical Case Studies - names changed to protect the innocent
- Role of Professional Advisors - omit them at your peril
- How to Get Started - so the above isn't a waste of time
You won't hear (or see) much:
- Arcane Tax Code references
- Complex flow charts
- Piles of statistics
- Algebraic calculations
Annual events are fun (not really, but work with us here), and cash is king, but planned gifts will move your organization from surviving to thriving. Can you really afford to miss this presentation? We didn't think so!
Presented by:
[insert Bar Mitzvah photo here]
Richard Alan Lehrman
Schedule
7:30 on the dot, give or take
networking, schmoozing, noshing, etc.
8:00 sharp (more or less)
program begins
8:48 (or thereabouts)
interactive Q&A
9:06 or so
more networking, schmoozing, noshing, etc
Legacy Giving: Invest time today to yield future gifts Explore the importance of planned giving as part of your fundraising strategy, the motivations of donors who make planned gifts, strategies for encouraging charitable bequests, beneficiary designations and the value of charitable gift annuities. Your non-profit likely already has the necessary resources to start marketing planned gifts to targeted individuals and to a larger audience. The interactive session will cover similarities among legacy donors, asking for appointments, three easy vehicles for planned gifts, and the “planned giving mantra.”