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Fundraising and Planned Giving: Trends, Ventures, and Planned Giving Techniques

Contains material from Feb 2018

Fundraising and Planned Giving: Trends, Ventures, and Planned Giving Techniques
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Session 1: Fundraising Trends, Ventures, and Traps for the Unwary - As fundraising evolves, new and old models compete for dollars while facing the scrutiny of state and federal regulatory regimes.

Session 2: Planned Giving Techniques and Structures A review of planned giving techniques from the basic to the complex. What should organizations consider when they are thinking of rolling out a planned giving program and managing it?

Includes: Audio Paper Slides


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1. Fundraising Trends, Ventures, and Traps for the Unwary (Feb 2018)

Jonathan S. Blum

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(mp3)
45 mins
(pdf)
22 pgs
(pdf)
13 pgs
Session 1 —45 mins
Fundraising Trends, Ventures, and Traps for the Unwary (Feb 2018)

As fundraising evolves, new and old models compete for dollars while facing the scrutiny of state and federal regulatory regimes.

Originally presented: Jan 2018 Nonprofit Organizations Institute

Jonathan S. Blum, Polsinelli PC - Dallas, TX

Show session details

2. Planned Giving Techniques and Structures (Feb 2018)

John Sare

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Preview Materials

Download session materials for offline use

(mp3)
46 mins
(pdf)
18 pgs
Session 2 —46 mins
Planned Giving Techniques and Structures (Feb 2018)

A review of planned giving techniques from the basic to the complex. What should organizations consider when they are thinking of rolling out a planned giving program and managing it?

Originally presented: Jan 2018 Nonprofit Organizations Institute

John Sare, Patterson Belknap Webb & Tyler LLP - New York, NY