Engaging Major Donors with Transformational Giving

Product Code: HBA115

Price: $5.95

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I understand I am purchasing a web-based resource intended for a pro-life audience. I also understand the views, information, and opinions shared as part of this training may or may not reflect the views and opinions of Heartbeat International.

 

Join Joe Finneran, Jim Kebe, and Kevin Nose from The Stewardship Foundation as they help you learn how major donors can help you through long-term planning! This presentation will cover:

 

  • Bequests — a gift of property or cash to an organization under a will
  • Donor Advised Funds — An easy-to-establish, low cost vehicle for charitable giving
  • Charitable Remainder Trusts — an irrevocable transfer of assets to a trust that pays income during your donor's lifetime or pays to their beneficiaries at the time of their death
  • Gift Annuity Trusts — a charitable donation that reduces taxation and still provides a lifetime income stream
  • Charitable Lead Trusts — a trust set up to provide yearly payments to a designated charity
  • Endowments — a gift creating an invested fund owned by a charity, and earnings are used to support general or specific needs of the charity’s mission.