Conferences & Training

Planned Giving Primer

May 3, 2017
InterContinental New Orleans
New Orleans, La., United States
8 a.m. - 12 p.m.

Participants will acquire a foundational understanding of this increasingly important component of fundraising strategy and will be able to identify and distinguish between the most common planned giving vehicles.

This conference is designed for professionals with mid-level responsibility.

Program starts at 8:00 AM in the morning and ends midday on Wednesday.


Benefits of Attending
  • Get an introduction to the most common gift planning tools, review their basic purposes and identify language used to describe them.

  • Discover how planned gifts can be an integral part of successful capital and endowment campaigns.

  • Find out which planning tools provide the greatest near-term economic benefits.

  • Understand which types of planned gifts result in the greatest source of unrestricted funds.

  • Find out why demographic, economic and political trends are driving greater interest in planned gifts.

Who Should Attend
  • Academic leaders attending the CASE Advanced Development for Deans and Academic Leaders who would like an initial exposure or refresher on basic gift planning tools and concepts

  • Deans and academic leaders who participate in stewardship of major planned gift donors

  • Development officers who plan to attend alongside academic leaders from their institution

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