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Home » Planned Giving Bootcamp

Planned Giving Bootcamp

Planned Giving Bootcamp
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  • 12 Intensive modules with one year access to recordings (release schedule 1 per week)
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Course Home
MODULE 1: The Case for Planned Giving
MODULE 2: History of Planned Giving
MODULE 3: Initiating The Legacy Conversation
MODULE 4: Who Do We Need to Target?
MODULE 5: Blended Gifts
MODULE 6: Marketing
MODULE 7: Taxation Benefits Overview
MODULE 8: Life-Income Gifts
MODULE 9: Charitable Gift Annuities
MODULE 10: Charitable Remainder Trusts
MODULE 11: Charitable Lead Trusts
MODULE 12: Overview of Other Gifts
Planned Giving Overview

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