Planned Giving | The Time to Act is Now
Join us for an insightful webinar designed to simplify the complexities of planned giving. Whether you’re a nonprofit leader, development officer, or board member, this session will equip you with practical strategies to maximize donor impact. Learn how these planned giving strategies can strengthen your fundraising efforts, build lasting donor relationships, and secure your organization’s future.
Learning Objectives:
- Understand Planned Giving and the Strategic Role of Planned Giving
- Explore Diverse Planned Giving Vehicles
- Develop a Comprehensive Planned Giving Strategy
Learning Outcomes:
- Understand the Strategic Role of Planned Giving - Gain a clear understanding of why planned giving matters, how it supports long-term sustainability, and its impact on donor relationships and organizational growth.
- Explore Diverse Planned Giving Vehicles - Dive into the full spectrum of planned giving options-from bequests and charitable gift annuities to other types of split-interest agreements-so you can confidently match opportunities to donor goals.
- Develop a Comprehensive Planned Giving Strategy - Learn how to design and implement a tailored strategy that aligns with your organization’s mission, engages donors effectively, and ensures compliance with legal and financial requirements.
This webinar is eligible for 1.0 CPE credit in Accounting.
Group Internet-based; Program level: Basic; Prerequisites: No advanced preparations or prerequisites needed.
Eisner Advisory Group LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor Registry ID: 108139.