Planned Giving Certification: Preparation And Implementation

Stephanie Cory
  • On-Demand
  • Certification
Training Includes:
  • 3.25 points in Category 1.B – Education of the CFRE International application for initial certification or recertification
  • Planned Giving Certification
  • All resources and training materials
  • This training is available as three on-demand recordings.

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.

Sessions Include

  • Planned Giving: Explore The Benefits
  • Planned Giving: Build Readiness
  • Planned Giving: Launch Your Program

Training Overview

Planned Giving Strategy And Implementation: A Three-Part Certification

A planned giving program can enable your organization to increase large donations and provide 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 series of three webinars covering everything you need to know to get started, from initial research to launch. In addition to a certification, this series is also approved for CFRE continuing education credits.

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?

  • Fundraising professionals
  • Volunteers with planned giving responsibilities
  • Development directors
  • Communications directors
  • Communications staff
  • Executive directors
  • Members of fundraising committees
  • Board members involved in fundraising

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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