Demystifying Planned Giving

About the Workshop:

Demystifying Planned Giving – Planned Giving Basics

What is Planned Giving?
·        Definition of a Planned Gift
·        Types of Planned Gifts
Why are the myths about Planned Giving?
·        Donor type
·        Staffing
·        Difficulty
What are the truths about Planned Giving?
·        Donor type
·        Staffing
·        Simplicity
Ways donors can give – Stats on giving
·        All donation types
·        Planned Gifts
Review of Basic Terms Planned Giving Terms:
·        What they mean
·        How to make them relevant to donors
·        Which tools are best for your NP
How to be ready for that first Planned Gift? What to do when your organization gets that second Planned Gift? 
About the Presenter:
Jane Langa is passionate about the power of Planned Giving and knows that it’s a huge and mostly untapped resource.  Nonprofits are comfortable with a direct Ask to their donors for a variety of gifts of time, talent and treasure, with the exception of asking for a Planned Gift.  Jane will shine a light on the barriers to making Planned Gift Asks and share how to make it a more approachable gift category for nonprofits to engage in.  A veteran in both the nonprofit and corporate sectors, Jane is the co-founder of a nationally recognized business, is a manager (?) at Nonprofit Services Center, consults regularly for a local Foundation, serves on the Board of the Women’s Foundation of Greater St. Louis and is a Commissioner for the City of Des Peres.