Understanding Planned Estate Giving – A Win-Win for Donors and Non-Profits 1 Credit
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Planned giving is a win-win approach to philanthropy that lets the donors leave a legacy and help secure the non-profit’s future at the same time.
Planned giving is the process of donating planned gifts. A planned gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away.
Many donors don’t understand the impact of including their favorite non-profits in their estate plans.
Together, we can fix this.
As and when people with moderate to high net worth start retirement, they should consider a planned estate gift for one or more of their charitable causes. Most have created sufficient assets in house values, retirement accounts, and investments to cover their retirement years and to provide for children and grandchildren. With people living longer and wanting to preserve assets yet still be generous to their charities, planned estate-giving strategies are becoming more important. And, many are asking how much to leave to their heirs compared to investing in the future of their community and society.
This online CPE course will describe the basic ins and outs of planned estate giving from the donors’ and non-profits’ perspectives. Working with donors and charitable organizations for over 40 years as one of North America's leading fundraising consultants, Tom Wilson will cover the basics of:
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Tom Wilson, CEO of HospitalFundraising.com, has worked in
nonprofit staff positions as a capital campaign and endowment consultant for
more than 40 years. In partnership with 300 client partners, he has helped
secure more than $1 B in charitable funding.
Wilson’s book, Winning Gifts: Make Your Donors Feel Like
Winners, was published by Wiley & Sons. Tom is a frequent conference presenter
(pre COVID) for AHP (healthcare fundraisers), AAMC (academic medical center
fundraisers), CASE (higher education fundraisers), PSI (for Adventist
fundraisers), and AFP (for all types of fundraisers). He also facilitates board
retreats, strategic plans, and trains nonprofit boards and staff.
Tom Wilson, CEO of HospitalFundraising.com, has worked in
nonprofit staff positions as a capital campaign and endowment consultant for
more than 40 years. In partnership with 300 client partners, he has helped
secure more than $1 B in charitable funding.
Wilson’s book, Winning Gifts: Make Your Donors Feel Like
Winners, was published by Wiley & Sons. Tom is a frequent conference presenter
(pre COVID) for AHP (healthcare fundraisers), AAMC (academic medical center
fundraisers), CASE (higher education fundraisers), PSI (for Adventist
fundraisers), and AFP (for all types of fundraisers). He also facilitates board
retreats, strategic plans, and trains nonprofit boards and staff.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
WO
What a great presentation. There are SO many good ways to give and tax and financial and giving aspects to pay attention to. The presenter did a great job of pointing them out. Many thanks.
MG
I had hoped to learn something about the results of planned giving; i.e. what effect does each of the plans have on the closing of the estate and the financials after death.
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