Planned Giving
This course is provided to you in partnership with the Lilly Family School of Philanthropy and supplies you with a foundational understanding of planned giving before exploring United Way-specific tips and tricks to building planned gifts into your own local United Way.
Maximize your fundraising by asking for planned gifts. Learn how to communicate with donors about their wealth and their financial assets – not just their cash – and learn how a planned gift can provide them with current income, an inheritance for their heirs and a legacy through your charitable organization. Then, after learning the foundation of planned giving, dive into our newly added United Way specific module, focusing on building a planned giving program in your local United Way! Engage with your Network colleagues and after returning home, take advantage of after-action office hours and opportunities with United Way’s planned giving expert, Evelyn Morgner, Director of Planned Giving & Transformational Gift Services, to revisit and implement what you've learned.
Registration Cost
Standard participant registration cost for this program is $845. Before each program is confirmed (typically 4-6 weeks before the program dates), registrants receive $100 off!
Dates and Locations
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