October 22 & 29, 2013
Planned giving—the present commitment of future funding—is one of the most legally complex fund-raising techniques you will ever learn, requiring detailed knowledge of current tax laws, financial instruments and gift strategies. Becoming expert in planned giving creates exciting potential for your nonprofit and fund-raising career. This course will introduce you to the concept of planned giving, how to establish and administer a planned giving program, and the legal and technical requirements and tax considerations associated with such planned giving instruments as charitable bequests (the centerpiece of a planned giving program), charitable gift annuities, charitable remainder trusts, insurance, gifts of real and personal property, and life estates and trusts. You will see how each provides important benefits to the donor, as well as helping to assure the future of the organization. This course addresses intermediate-to-advanced level instruction in planned giving.
Key takeaways gained in this workshop include:
- achieve a fundamental understanding of planned giving concepts, asset types, gift vehicles and strategies
- appreciate the elements of a successful planned giving program and be able to participate in an assessment of institutional readiness for the implementation of a comprehensive planned giving program
- recognize the benefits to donors for making planned gifts
- determine which planned gifts are best for certain donor circumstances
- identify the methodavailable to successfully market a planned giving program
- understand the basic application of Federal income, estate andgift tax consequences relative to planned gifts
Click here for the course outline.
This workshop is an elective option for the Certificate in Fundraising & Development.
Tuition: $300 members $540 nonmembers
Instructor: Marina Nice, Esquire, Senior Vice President at SunTrust Bank Marina Nice is part of the SunTrust Bank’s Private Wealth Management team in the Winter Park office. A Senior Vice President, Marina previously served as the Regional Fiduciary Services Manager for SunTrust in the Central Florida banking market. In addition, Marina serves as a Director and as Treasurer of The Martin Andersen-Gracia Andersen Foundation, Inc and as a board member for several Central Florida charities. A graduate of Rollins College and Duke University School of Law, Marina practiced law in Central Florida before becoming a charitable gift planner and investment officer for several charitable organizations over the last 15 years.