LEAVE A LEGACY Summit Portage Medina is pleased to again offer a series of workshops on Planned Giving in 2021.
The series will be presented at the basic level. Building upon the information presented in previous classes, each type of planned gift will be reviewed in detail, and then new information about additional techniques will be added. The instructors will walk you through how each new technique works and how it fits into the donor’s estate plan. Marketing techniques will also be discussed.
This is a great opportunity for staff members who are new to planned giving to learn from the experts, or for seasoned staff who just want a refresher course.
Members of LAL/AFP save $10 per session. Each session has been approved for 1.5 CFRE credits/7.5 credits total.
Breakfast from Panera's will be provided at each session.
The first instructor will explain how donor advised funds work, how they are funded, and the limitations for the use of distributions from the fund. He will also discuss the advantages to the donor and benefits to the charity. How do donor advised funds compare to family foundations? What is the impact of the new tax legislation on donor advised funds?
The second instructor will discuss why gift Acceptance policies are important to a charity and what should be included to protect the charity from receiving problem assets Also included will be discussions of real estate gifts, collectibles, and other assets that need to be addressed in a gift acceptance policy. Finally, who should be responsible for drafting the gift acceptance policy and who should be included in its review?
Instructors: