Planned Giving Vehicles

(Retired)

Planned Giving Vehicles

(Retired)

Table of Contents


Overview

Which planned gift vehicle is best for your top prospects?

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Agenda

  • Planned giving vehicle benefits
    • Tax implications
    • Wealth allocation
  • Essential planned gift vehicles with case study examples
    • Revocable Gifts
      • Bequests: wills/living trusts
      • Retirement plan beneficiary
      • POD assets/beneficiary deeds
      • Life insurance beneficiary
    • Irrevocable Gifts
      • Life-income plans
      • Life Estate
      • Lead Trust
    • Resource: Planned Giving Matrix
  • Identifying the right donors
    • Questions to ask (Resource: Strategic Questions)
    • Key information needed
  • Putting it into action: Donor profiles + gifts

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Resources

Download the presentation slides (PDF)

Download the additional resources (PDF)

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.