CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Bust The Top 5 Myths Of Planned Giving

4.3 (45)

Tony Martignetti

Planned Giving Accelerator

Monday, March 29, 2021 | 11:00 AM EDT

  • CPA (Canada)
  • CPA (US)
  • CSA

1 Credit

FREE

Subject Area

Specialized Knowledge

Webinar Qualifies For

1 CPE credit of Specialized Knowledge for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Planned giving is also referred to as gift planning* or legacy giving. It enables philanthropic individuals to make larger gifts to charitable organizations than they could make from ordinary income.

Join the Planned Giving evangelist as he smashes the insidious myths around Planned Giving. Like the one that says you need a lot of money. And you need expertise. And Planned Giving will hurt your other fundraising. Plus others. Tony Martignetti is an attorney, but he doesn’t talk like one. In plain language—weaving in his stand-up comedy—he'll leave you inspired and empowered to get going with Planned Giving.

Key topics discussed in this CPE webinar for CPAs: 

  • What Planned Giving is
  • Who the best prospects are
  • Where to start your Planned Giving program
  • How to market your program
  • What the Top 5 Myths are

Recommended for:

This online CPE webinar is recommended for CPAs and other professionals working with Nonprofit organizations. 

Learning Objectives

  • To define Planned Giving
  • To explain how to start Planned Giving program and how to market it
  • To know the top 5 Myths surrounding the Planned Giving program

Who Should Attend?

  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Nonprofit Board Members
  • NonProfit CEOs
  • Nonprofit Executive Directors
  • NonProfit Fundraisers
  • Nonprofit Professionals
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 45
    [average] => 4.2889
)
 

4.3

(45)
42%
44%
13%
0%
0%

SG

Presenter is very enthusiastic!

CL

N/a

KL

You don't have to do everything the hard way. I've been involved in stewardship for my church for years and we don't mention donations thru wills very often. I think the elder board is afraid of it,

RC

None

AG

Very informative and engaging session

TS

The presenter's examples and experiences added to the presentation.