Nonprofit trainer and development expert Stephanie Cory will guide you through the tactical steps to build a lucrative planned giving program. You will learn the decisions to make, policies and procedures to implement, and techniques for convincing prospective donors. The certification you earn will demonstrate your knowledge and help advance your career.
Sessions Include
- Planned Giving: Explore The Benefits
- Planned Giving: Build Readiness
- Planned Giving: Launch Your Program
Training Overview
Don’t go another season without large donations. Learn effective strategies and earn a certification.
With the year-end season of generosity approaching, now is the ideal time to start a planned giving program. Your organization will benefit from large donations and a pipeline of funds to fulfill your mission long into the future. From simple bequests in supporters’ wills to complicated annuities, these gifts could be game-changing for your nonprofit.
To help you build a planned giving program, we have assembled a certification program of three webinars covering everything you need to know to get started, from initial research to launch.
Nonprofit trainer and development expert Stephanie Cory will guide you through the tactical steps to build a lucrative planned giving program. You will learn the decisions to make, policies and procedures to implement, and techniques for convincing prospective donors. The certification you earn will demonstrate your knowledge and help advance your career.
Planned Giving 101 Certification
Webinar 1: Planned Giving: Explore The Benefits
- Introduction to planned giving
- Nine types of planned giving vehicles
- Differences between major gifts and planned gifts
- Benefits of planned giving for donors
- Challenges to foresee and overcome
- Definitions of acronyms and planned giving terminology
Webinar 2: Planned Giving: Build Readiness
- Steps to assess your organization’s readiness for a planned giving program
- Tactics to identify planned giving prospects
- Policy implications
- Procedural adaptations to incorporate planned giving
- Decisions to make
- Strategies for recognizing and stewarding donors
- Metrics for tracking your program’s success
Webinar 3: Planned Giving: Launch Your Program
- Planned giving marketing plans and real-world examples
- Strategies for phrasing your ask and formatting your communications
- Behavioral economics and the psychology of persuasion
- Ethical considerations
Supplementing the three information-packed webinars, we will share the resources you need to plan and implement your planned giving program:
- Planned giving vehicle quick reference guide
- Sample bequest language
- Sample gift acceptance policy
- Planned giving program readiness self-assessment
- Sample planned giving marketing language
- Sample bequest intention form
Who Should Attend?
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Expert Presenter
Stephanie Cory
- Works with nonprofit organizations of all sizes to strengthen governance and fundraising
- Served in executive director, development, and program management roles
- Adjunct faculty member for Villanova University’s College of Professional Studies, teaching nonprofit topics
- Certified Fundraising Executive (CFRE)
- Chartered Advisor in Philanthropy (CAP®) from the American College of Financial Services
- Certified Governance Trainer through BoardSource
- Licensed consultant through the Standards for Excellence® Institute
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