The foundation of almost all robust planned giving programs is support from leaders who understand what planned giving is and why it’s important. For most organizations, this requires education at all levels: your board, senior executives, and staff. A highly sought teacher and presenter, Joe has educated and trained hundreds of development officers, senior executives, and nonprofit board members in planned giving over the past several years across the nation. Joe can help your organization too.
Group Training
Areas of training and education include but are not limited to:
- Planned giving basics
- Building a planned giving program
- How to talk with donors about planned gifts
- Life-income gifts (charitable gift annuities and charitable remainder trusts)
- Planned giving marketing (e-mail, web, print, on-air, social media, word-of-mouth)
- Identifying planned gift donors and prospects
- Cultivating and soliciting major and planned gifts
- Donor recognition and stewardship
- IRA qualified charitable distributions (QCDs, sometimes called “IRA rollover” gifts)
- Non-cash giving: real estate, privately held stock and business interests, mutual funds, oil and mineral interests, tangible personal property, and more
- Blended gifts (major and planned gifts)
- Gift acceptance policies and procedures
- Values-based estate planning
- Working with professional advisors
- Building an endowment (funds and programs)
Individual Coaching
In addition to group training presentations, Joe provides one-on-one coaching sessions for nonprofit development staff and leaders, as well as for professional advisors. Joe’s rare combination of professional experiences (estate planning attorney, front-line development officer, planned giving director, nonprofit board member, estate planning consultant, and small business owner) give him a unique perspective, and his skills as a teacher and mentor make him a valuable resource to others in their work and careers. This is particularly beneficial for staff new to major or planned gift work, or for reviewing donor and prospect strategies.
Contact GENEROWORKS™ to learn more about major and planned gift coaching services.