Planned Giving 101 is a 1/2 day program designed to provide fundamental knowledge in gift planning. Topics include the basic types of planned gifts, such as Bequests under Wills, Beneficiary Designations, Qualified Charitable Distributions (QCD's) from IRA's, etc. The program also includes definitions, terminology and concepts in estate planning and multi-generational wealth transfers. Whether you are a dedicated gift planner, a one-person development staff, new to the field of planned giving, or a veteran in the field, our speakers will deliver insights to raise your expertise to the next level. You will learn why planned gifts are more important today than they have ever been and what you can do to start or jump-start your organization's efforts in this important area of development.
Friday May 17, 2024
8:00 AM - 12:00 PM CDT
Friday, May 17, 2024 8am-12pm
Kauffman Foundation Conference Center 4801 Rockhill Rd, Kansas City, MO 64110 (Brush Creek and Paseo Meeting Rooms)
$25+tax for members $30+tax for non members
Kathy Sims
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