-
Course Level :Basic
-
Credits :1
-
Instructional Method :Group Internet Based
-
Pre-requisites :None
-
Advance Preparation :None
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 Estate tax planning 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:
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
Founder, HospitalFundraising.com
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.
We can accelerate the results of upgrading your major gifts fundraising program. Through decades of successful major gifts and capital campaign fundraising in the U.S. and Canada we have gleaned best practices from our work with higher education, hospitals, arts & culture, and many other worthy nonprofit ventures.
We’ve literally written the book – Winning Gifts: Make Your Donors Feel Like Winners (Wiley) – and share our knowledge consistently at AHP, AAMC, CASE, and AFP. We can train and help motivate your executive leadership, foundation board, and program staff (faculty, doctors, etc.) to help you raise more money.
We know how to turnaround stalled capital campaigns, plan for new campaigns. And, we’ve got the experience to help guide you through campaign implementation in tough times.
Become a member of MajorGiftFundraising.com – at no charge – to access our full library of presentations, blog articles, and our new podcast series.
45 Ratings
RB
May 16th, 2022
Great Program
WB
May 16th, 2022
I thought the presenter did a very good job using personal examples! He kept the session very interesting!
DK
Apr 14th, 2022
Very valuable and informative presentation.
JS
May 16th, 2022
Superior instructor presented the material well.
PDV
Apr 14th, 2022
The information was important for donors. I would have benefited more if we had an overview of the donor's form itself.
1 Credit
Subject Area
May 17, 2022 | 09:00 AM EDT
May 17, 2022 | 09:30 AM EDT
May 17, 2022 | 10:00 AM EDT
May 17, 2022 | 10:00 AM EDT
May 17, 2022 | 10:00 AM EDT
May 17, 2022 | 10:00 AM EDT
May 17, 2022 | 11:00 AM EDT
We use cookies to improve your experience on our website. Cookies store information about how a user interacts with Website. By clicking "Accept Cookies", you agree that MY-CPE LLC can store cookies on your device. All your data is anonymised and cannot be used to identify you.