CNE Webinar: Planned Giving Essentials
August 31 @ 1:00 pm - 2:30 pm
Join the CNE at the Community Foundation as we host this webinar focused on planned giving. We will be hosting the webinar in our training room and providing attendees with light refreshments.
Although some planned gifts can be quite involved, not every gift officer needs to be a master technician. The confidence to have conversations with donors can come from a basic understanding of foundational pieces for planned giving – bequests, beneficiary designations, gift annuities – along with some general tax concepts. Add to that an awareness of how different life stages can affect giving, and you have the ability to recognize potential planned gift clues in what donors are saying.
This webinar is designed to provide an introduction to planned giving for someone new to the field, a refresher for someone who has only part-time planned giving responsibilities, or an overview for major and annual gift officers to help them be on the lookout for planned giving opportunities.