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August 2020

Legacy Gift Planning with GPS

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

During this free webinar, we'll share an overview of our recently-retooled signature Legacy Gift Planning Program and some initial results/stats from the first few organizations that have engaged with this it. We'll also leave time for you to ask questions of our CEO, Jenny Nohelty, and our gift planning counselors. 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…

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Executors, Trustees, and Personal Representatives…Oh My!

August 20 @ 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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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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October 2020

Year-end Giving: Making Your Fundraising Plan

October 8 @ 11:00 am - 12:00 pm CDT
Online
Free

About one-third of American charitable giving is done in December, with a whopping 12% of all gifts happening in the last three days of the year. The bottom line: what you do at year-end matters for your nonprofit! During this free webinar, we'll cover ways to educate, engage, and steward your donors so you're top-of-mind when they're making their year-end giving decisions. We'll also go over tools like IRA Rollovers and Donor Advised Funds, which could give your donors a…

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