Planned Giving Basics – PG101

This is a program designed to address the fundamentals of planned giving including those who: - Are interested in starting a planned giving program - Need to improve their knowledge of planned giving Topics to be covered: - Overview – Why is planned giving important - Essentials – Definitions, terms, and policies - Types of planned gifts and unique gifts - Gift acceptance policies - Resources for smaller nonprofits - Soliciting donors – the process - Next steps - Q&A over lunch