Planned Giving - What Are You Scared Of?
Imagine meeting with your donor, and they say, "I have a meeting with my estate planner next week, is there anything I should mention?" Lucky you! This is your entry to a planned giving conversation...are you ready? Many fundraisers think planned giving is complex and scary, but now is the time to brush up on the basics of planned giving vehicles and why being knowledge about these opportunities are so important. This presentation will also discuss why planned giving can be scary to talk about, how to overcome your fears so you can bring up the topic to your donors, and strategize to include planned giving in regular donor communications.
Monday, February 21, 2022 | 10 am - 10:30 am CST
Free Webinar - Registration Required
Presenter: Susan Kahan, Sapphire Fundraising Specialists
With more than a decade working in the nonprofit sector, Susan Kahan is passionate about the power of philanthropy and helping organizations meet and exceed their goals to fulfill their missions. Based in Chicago, Susan has experience working with major gifts, mid-level donors, planned giving, capital campaigns, and creating and executing on fundraising strategies and events. Prior to founding Sapphire Fundraising Specialists, Susan held fundraising and management roles at the Chicago Council on Global Affairs and the American Israel Public Affairs Committee (AIPAC). Susan is a graduate of the George Washington University.
• Examine the basic planned giving types - Bequests, retirement assets gifts, life insurance, tangible assets, charitable trusts, and gift annuities
• Build confidence when speaking about planned giving and estate planning • Recognize donor situations that are good opportunities to speak about making a planned gift
ACN has partnered Nonprofit Learning Lab (NLL) to help serve the sector by providing quick, 30-minute webinars featuring ACN members. The Nonprofit Learning Lab is a national nonprofit that connects, supports and trains individuals in the nonprofit sector. NLL offers daily online nonprofit trainings. with workshops that focus on fundraising, board development, social media, marketing, volunteer management, and organizational leadership.