Don’t Fear The Reaper: Planned Giving Isn’t The Death CONVO 1 Credit
Learning mode
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.”
| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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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.
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