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Planned Giving 101

Mar. 10 + 17, 2021, 1pm-2:30pm

Description

It’s easy to find yourself paralyzed by the complexities and minutiae of complicated planned giving vehicles – and to become convinced that planned giving is way beyond your reach. But really, it’s not.

This two-part virtual workshop helps even the smallest shops focus on ways to effectively and efficiently “get in the game” with planned giving. We will avoid the arcane detail of the more complex planned gifts and will instead focus on basic action steps for developing a planned giving strategy that works for your organization.  We’ll help participants develop an appreciation for the fundamental difference between a donor’s income and assets, and how to focus on the most likely and simpler planned gifts that will convert those assets into gifts for your organization. We’ll also discuss how to make your organization “a planned giving kind of place.”

Participants will develop an understanding of the financial and psychological motivations for donors, and how – even if you are a small nonprofit – you can create and develop a successful and impactful planned giving program that can complement and enhance your annual fundraising efforts.


Share any questions when you register. We will do our best to incorporate them into the presentation.

Intended Audience
Finance and Development staff, Executive Directors and Board Members.


About the Presenter
Al Cantor is principal of Alan Cantor Consulting LLC, based in Concord, New Hampshire. He works with nonprofit organizations on issues of resource development, strategic planning, governance, and executive leadership. Prior to starting his consulting business in 2012, Al had thirty years of staff experience in the nonprofit sector as a CEO and development director.


Al is a prolific writer and presenter about the nonprofit world. He is a frequent contributor to The Chronicle of Philanthropy, Harvard Business Review, and other national journals. His blog has attracted a diverse national audience, and he has been cited as an expert on charitable issues in media outlets such as The New York Times, The Washington Post, Forbes, The Atlantic, ProPublica, Vanity Fair, and National Public Radio.

Cost
  • $89 MANP members + members of partnering state associations
  • $139 Nonmembers (Not sure if your organization is a member? Check here.)
  • Scholarships available! Prior to registering, email your scholarship request to Learn@NonprofitMaine.org and be sure to include your name and organization.
  • Payment is due upon registration.
Registration
  • Option 1: To register yourself, click the "Register for this Event" link at the bottom of this page. 
  • Option 2: To register someone other than yourself or multiple peopleuse this link.
Event Details

This two-part online series is from 1:00-2:30pm ET on Wednesdays, March 10 + 17.

Participants will receive login instructions in the registration confirmation email as well as in reminder emails that will be sent one day and one hour prior to each session in the series. 

Both sessions will be recorded and made available to all registered participants for 30 days after the event. Participants who are unable to attend will have access to all materials.

Sponsor
Thank you to our sponsor Harvard Pilgrim Health Care.


Questions?
Please email the MANP Education Team at Learn@NonprofitMaine.org


Additional Resources 
Visit the MANP Answer Center to find free articles, templates, and other resources related to Resource + Fund Development.

Location + Directions

Location: Your Desk! Webinar Series
Online
Address and Directions
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