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Bust The Top 5 Myths Of Planned Giving

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Before starting this self study program, please go through the instructional document.


  • What is planned giving
    5 mins
  • Who are the best prospects for planned giving
    12 mins
  • How to get started: Charitable benquests
    19 mins
  • If you decide to go further
    29 mins
  • Where We've been
    40 mins

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

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