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Don’t Fear The Reaper: Planned Giving Isn’t The Death CONVO

  • Accountant
  • CPA (US)
  • CPA/PFS
  • TEP
  • CSA
  • CFIRS
  • CWS

Published: August, 2021

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Where We're Headed
    3 mins
  • Who Will You Have The Convo With
    11 mins
  • How to Get Started So The Convo is Simple: Charitable Bequests
    17 mins
  • Where We Are
    30 mins
  • Where We've Been
    39 mins

Course Description

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

There’s an insidious myth about planned giving fundraising: that it means talking to donors about death.

Because of it, lots of fundraisers avoid meaningful conversations about Planned Giving with their most loyal donors.

In turn, many donors don’t understand the impact of including their favorite non-profits in their estate plans.

Together, we can fix this.

Join the Planned Giving evangelist, Tony Martignetti, for a fast-paced online CPE webinar that will show you how to engage your donors in fruitful discussions about Planned Giving – while avoiding the dreaded “d-word.”

Learning Objectives

  • To discuss Planned Giving in terms that put your donors at ease.
  • How to structure your Planned Giving program so your conversations are simple.
  • To identify your best prospects for planned gifts, so you’re talking to the right folks.

Recommended For

  • This online CPE webinar would be particularly helpful for Executive Directors, Development Directors, development staff members and board members who are interested in learning how easy and effective planned giving can be for non-profits of all sizes.

Who Should Attend?

  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Financial Planner
  • Nonprofit Board Members
  • NonProfit CEOs
  • Nonprofit Executive Directors
  • NonProfit Fundraisers
  • Nonprofit Professionals
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • Trust & Estate Specialist
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
  • 1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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.

Presenter

About Presenter

Tony Martignetti

Consultant, Planned Giving Accelerator

Tony Martignetti is the evangelist for Planned Giving. He’s been starting and growing Planned Giving programs since 1997. A former attorney, he’s now launched Planned Giving Accelerator, a membership community to create 1,000+ new Planned Giving programs in the U.S. It’s at PlannedGivingAccelerator.com.

In the Air Force, during the Reagan years, Tony controlled the keys to 10 nuclear missiles.  Off duty, the keys started his Toyota.

 

About Company

Planned Giving Accelerator

plannedgivingaccelerator.com

Most successful nonprofits aren’t funded exclusively through annual giving programs or foundation and government grants.

Instead, they rely on a secret weapon: Planned Giving.

But for too many small- and mid-sized nonprofits, Planned Giving is a black box – a tool that is seen as too complicated and costly.

The reality, though, is that most nonprofits have what it takes to create a successful Planned Giving program. They just need some guidance on how to get started.

Download my free, timely, and practical guide for creating a Planned Giving program at your nonprofit – and start building your pipeline of legacy gifts today!


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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