Planned Giving 101: Laying the Foundation
What you'll learn
- Understand the different types of planned gifts that "Anyone Can Make"
- Develop a basic framework for your planned giving program
- Identify your main planned giving prospects
- Promote your planned giving program effectively
- By the end of this class, you'll have the tools and knowledge to lay the groundwork for a successful planned giving program for your nonprofit.
Requirements
- To take this class, you'll need a computer or mobile device with internet access. Additionally, you may find it helpful to have a pen and paper to take notes.
- No prior knowledge of planned giving is required.
Description
Do you want to create a sustainable source of funding for your nonprofit organization?
Can you imagine having your organization written into someone's will?
Just think of the incredible impact that could have for your nonprofit.
According to a study conducted by the National Committee on Planned Giving, the median size of a charitable bequest in the United States was $35,000. However, it's important to note that this is just a median figure, and there is a wide range of bequest sizes. Some bequests can be significantly larger, while others may be much smaller.
Not all planned giving donors will be major donors, but all planned gifts are major gifts.
If you feel intimidated by the idea of building out a planned giving program, I'm here to tell you that it can actually be really, really simple. You don't have to be the "expert" or know a lot about estate planning or taxes... you just need to give your donors the information they need in a really simple, easy-to-understand way.
That's where this course comes in.
Planned giving, sometimes referred to as legacy giving, is a powerful tool for nonprofits to create a lasting impact. In this course, you'll learn how to develop a basic framework for your planned giving program and how to identify your main planned giving prospects. You'll also discover the different types of planned gifts that anyone can make and the steps to take to begin promoting your program.
This course is designed for nonprofit founders, fundraisers, volunteers, and anyone interested in planned giving. With this course, you'll gain the tools and knowledge to build a foundation for your planned giving program and give your donors what they need to leave a lasting legacy that reflects their values and impact.
By the end of this course, you'll understand the basics of planned giving and know how to lay the groundwork for your own program. You'll receive the language to use on your website and you'll build a brochure for your program in one of the lessons.
It is my goal to help you feel confident as you begin laying the groundwork for your nonprofit's planned giving program.
Enroll in Planned Giving 101: Laying the Groundwork for Planned Giving and start building a lasting legacy for your cause or community today.
Who this course is for:
- This class is geared towards nonprofit founders, fundraisers, volunteers, and anyone interested in building a strong planned giving program.
Instructors
- 4.5 Instructor Rating
- 63 Reviews
- 2,751 Students
- 5 Courses
Hi, I'm Alison!
I am a passionate nonprofit fundraiser who has raised millions for mission-driven causes and an enthusiastic entrepreneur whose mission is to help 5,000 nonprofits deepen their impact by growing their income.
Let me tell you my story...
At the age of 16, I organized my first nonprofit fundraiser. After being a full-time nonprofit fundraiser for more than 12 years, I decided to dip my toes into the entrepreneurial space.
Ever since, I have found immense joy in flexing my creativity, sharing my knowledge to help nonprofits, pushing my comfort zone, and discovering things that I couldn't learn in the classroom.
One year ago, I decided to take the next step and share my knowledge with those who are new to fundraising and philanthropy. This decision brought me to Udemy, where I am able to combine my biggest talents: nonprofit fundraising, building a culture of philanthropy, and teaching.
My teaching philosophy on Udemy is simple:
I am crafting courses that are clear, make fundraising, feel simple and easy, and instill confidence into my students… the type I wish I had when I first started raising mission-driven funds.
My courses serve a very important goal:
helping you to transform your nonprofit by giving you the skills and confidence, you need to become a successful fundraiser.
I've seen the impact a solid fund development plan, strategies, tactics, and the culture to support it can have on a nonprofit and its mission. That's why I can only encourage you not to miss out on this opportunity.
I am just getting started, and I am so excited that you are here to join me.
As of today (my second month) I've sold more than 50 courses, established a successful online business (The Fundraising Shop), and have helped over 800 nonprofits increase their impact by increasing their income.
So, that's my story. But now, I just want to ask you a simple question.
Do you want some help?
Do you want to establish your own nonprofit, become a nonprofit fundraiser, or simply generate more income for your current organization?
Great! Because I am sure I am going to be able to help you. Feel free to check out my course portfolio and let's see if we can work together.
Let’s do this,
Alison Clare Baldree
- 4.5 Instructor Rating
- 43 Reviews
- 2,348 Students
- 4 Courses
RAISE: The Fundraising School is a Nonprofit Fundraising Educational Agency with a passion for empowering nonprofits, both large and small, to achieve fundraising excellence and develop a culture of philanthropy.
Through intentional and strategic guidance, we have helped over 600 nonprofits raise more for their missions. Our past clients range from Disaster Relief Programs, Cancer Services, Domestic Violence and Sexual Assault Agencies, Youth Programs, Foundations, and Shelters.
We are so excited to be on the Udemy platform, ready to reach a larger audience and empower people to raise more funds for their missions and take the fear out of fundraising for everyone.
Our teaching philosophy on Udemy is simple:
We provide courses that are clear, make fundraising feel simple and easy, and instill confidence in our students.
Our courses serve a very important goal:
helping you to transform your nonprofit by giving you the skills and confidence, you need to become a successful fundraiser.
Having a solid fund development plan, strategies, tactics, and the culture to support it can have profound impacts on a nonprofit and its mission. That's why we can only encourage you not to miss out on this opportunity.
RAISE Instructors have helped over 800 nonprofits increase their impact by increasing their income.
Are you a nonprofit fundraising expert?
Do you want to share your expertise, grow your network, and develop your online reputation around your specialized niche? Send us a DM to apply to become an instructor with RAISE.