An Introduction to Planned Giving: Leaving a Legacy (In-person)

Carina Kleter

  • August 24, 2022
    8:30 am - 12:30 pm EST

Planned giving, often referred to as legacy or deferred giving, is a way for donors to support your nonprofit through bequests, trusts and other estate gifts. Although planned giving is a critical component of a nonprofit’s fundraising program, many organizations avoid it because they don’t know where to start or find it overwhelming.

In this class, we’ll take the uncertainty out of legacy giving by teaching you everything you need to know to develop a planned giving program at your organization.

After this class, you will know:

  • WHO is most likely to make a planned gift to your organization
  • WHAT a planned gift is and what motivates donors to give them
  • WHEN it’s the right time to launch a planned giving program
  • WHY planned giving is important to your nonprofit
  • HOW to get started

Additionally, you’ll walk away with an understanding of:

  • The role planned gifts play in your overall fundraising portfolio
  • Your organization’s readiness to launch a planned giving program
  • Best practices for legacy fundraising

Who this class is for:

This class is beneficial for executive directors, fundraising staff and volunteer leaders who are part of the fundraising team.


$244.00 Only $79 (when logged in) thanks to the support of our funders

Multiple Registrant Discount
Receive 10% off each registration after the first (cannot be combined with any other discounts or promo codes).

This event is being held IN-PERSON at our training room in Tampa, FL.

Registration closes at 11:55 p.m. Eastern on August 22, 2022.


Meet Your Trainer

Alyce Lee Stansbury, CFRE is a 25-year fundraising veteran and seasoned advisor in nonprofit management and board development. She has raised millions of dollars and helped her clients grow fundraising results by more than 200% and exceed campaign goals by 45%. Alyce Lee is a nationally certified Master Trainer in Fundraising, a sought-after speaker and co-writes a weekly newspaper column called “Notes on Nonprofits.”

She is past president of the Big Bend chapter of the Association of Fundraising Professionals and the first recipient of the chapter’s Outstanding Fundraising Professional Award. She is Board Chair of the Institute for Nonprofit Innovation and Excellence in Tallahassee and a passionate advocate for the nonprofit sector.


CFRE Continuing Education Points
Full participation in this program is applicable for 4.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

 

 


 Safety and Health Protocols for In-Person Classes

The safety and health of all visitors, students, trainers and staff is our top priority.

The Nonprofit Leadership Center is taking necessary precautions to ensure the safety of guests and participants for all in-person training sessions:

  • We are following all federal health and safety guidelines, as well as guidance from state and local governments. Depending on the community spread of COVID-19, this may include protocols such as wearing face coverings and social distancing. Registrants will receive an email from NLC one week prior to each in-person training session that outlines specific protocols to expect on the event day.
  • We are using enhanced protocols and practices to keep our Training Room healthy and safe.
  • Training Room capacity is limited to ensure proper distancing.
  • Any person who is feeling unwell or suspects they have been exposed to contagious illness is asked to refrain from attending in-person training events. If you are not feeling well on the day of your training or are aware of exposure (within the previous 10 days) to someone who has tested positive for COVID-19, we ask that you cancel or reschedule your visit with us, whether or not you appear to be experiencing symptoms of illness. If you need to cancel for this reason, please notify us, and we will be happy to provide program credit equivalent to the registration fees already paid.

Please note: In-person training events are subject to be changed to virtual (via Zoom), rescheduled or canceled depending on current CDC guidelines and/or state and local government recommendations as the date of the training approaches. If such a change is required, registrants will be notified in advance.


Registration & Cancellation Policies

Visit the Registration & Payment Policies page for answers to many questions regarding payment, attendance, substitutions, cancellation and refunds.

NLC/Children’s Board of Hillsborough County (CBHC) No-Show Policy
If you use a CBHC code to register for an NLC event, you will be responsible for paying the registration and processing fees if you do not show up for the class. Please read the full no-show policy here.

Visit our FAQ page for answers to other questions you may have.


If you need special accommodations to participate in any of our classes or events, please contact us at 813-287-8779 or info@nlctb.org.

There may be photographing of the training for use in our marketing materials. If you do not wish to be captured on film, please alert staff at registration. 

We're sorry, but all tickets sales have ended because the event is expired.

Venue:  

Venue Phone: 813-287-8779 or info@nlctb.org

Venue Website:

Address:
1408 N Westshore Boulevard, Suite 140, Tampa, Florida, 33607, United States

Description:

Towers at Westshore is at the corner of W Laurel Street and N Westshore Boulevard.