Fundraising 101: 10 Things You Need to Know About Planned Giving

I love the technical aspects of planned giving. I'll be leading workshops at this year's National Conference on Philanthropic Planning on the Non-Grantor Charitable Lead Annuity Trust. Actually, it's even worse than it sounds … it's about the math behind the instrument. But this presentation began as a means of getting in front of a few board members, then a few boards. The seed for the seminar was a gimmick to get people who love my charity to listen to a new idea about how to give us more money. The main qualification you need to promote planned gifts — as a director of planned giving, a development or major-gifts officer, or a volunteer — is the ability to tell people why they should support your charity.