Engaging Major Donors with Transformational Giving

Product Code: HBA115

Price: $5.95

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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.