Engaging Major Donors with Transformational Giving

Product Code: HBA115

Price: $5.95

Available Options

* Assign to Email Address/Username:

Please specify who should receive each subscription you are purchasing by providing the email address and/or username. Please note, a subscription is needed for each individual interested in receiving credit for any training.

* Training Acknowledgement:

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. Additionally, I understand that this is an educational resource and is considered off the record. Anyone wishing to receive a statement or additional information from Heartbeat International can contact us at support@heartbeatinternational.org

 

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.