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July 2020

Endowment Funds & Gift Acceptance Policies 101

July 16 @ 11:00 am - 12:00 pm CDT
Online
Free

Whether your organization has a longstanding endowment fund, or you are at the beginning stages of creating one, this free webinar is for you! There's a lot to think about when setting up an endowment fund, but having one in place can provide stability and peace of mind when there's economic or organization instability. And there comes a point where most nonprofits find their endowment growth to be stagnant! We'll go over the basics of setting up an endowment and…

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Executors, Trustees, and Personal Representatives…Oh My!

July 30 @ 11:00 am - 12:00 pm CDT
Online
Free

Were you named in a loved one’s estate and trying to figure out what comes next? Learn the differences between these key roles, basic lingo you’ll need to know as you carry out a loved one’s wishes, and ideas for keeping yourself organized—and sane—along the way. Speakers Jennifer Nohelty - Founder, CEO, & Senior Gift Planning Counselor Jennifer is a graduate of the Metropolitan State College of Denver's Personal Financial Program where she received her Certificate in Personal Financial Planning.…

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August 2020

Succession Planning for Farms & Businesses

August 6 @ 11:00 am - 12:00 pm CDT
Free

At Gift Planning Services, we have decades of experience in estate planning and building comprehensive fundraising strategies for nonprofits. We’ve worked with many families whose assets have largely been housed within a farm or business entity...and that presents some challenges! This free overview would be great for families who own businesses or farms and want to pass on those assets in tax-efficient ways, either now or through their estate, and even benefit their favorite causes along the way. Speakers Jennifer…

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September 2020

Intro to the IRA Charitable Rollover

September 10 @ 11:00 am - 12:00 pm CDT
Online
Free

The Charitable IRA Rollover is an incredibly tax-efficient way for older donors to support causes that matter to them. During this free, one-hour interactive session, we'll discuss how and when to incorporate IRA Rollover giving into your fundraising strategy...and touch on how this year's SECURE Act may make it a better time than ever for your donors to give this way. This session will be led by gift counselors with decades of experience working with nonprofits, and they'll leave lots…

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Legacy Planning 101

September 24 @ 12:30 pm - 1:30 pm CDT
Online
Free

What do you want your legacy to be? During this free webinar, you’ll identify the loved ones and organizations you’d like to impact through your estate and get an overview of estate planning lingo and tools. You’ll identify the professionals you’ll want in your corner, get organized, ask key questions, and make a list of the next steps you’ll need to take as you flesh out your plan. You’ll have an opportunity to set up follow-up meetings to look at…

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