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June 2020

Intro to the IRA Charitable Rollover

June 4 @ 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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Savvy Legacy Planning

June 25 @ 11:00 am - 12:00 pm CDT
Online
Free

Learn how to safeguard your estate and protect your loved ones from—ahem—themselves. Set up your estate plan to minimize arguments, strange loopholes, and cumbersome maintenance. Get an overview of several types of trusts and funds that will allow you to limit or strategically time cash disbursements to avoid giving loved ones more than they’ll be able to handle. Speakers Jennifer Nohelty - Founder, CEO, & Senior Gift Planning Counselor Jennifer is a graduate of the Metropolitan State College of Denver's…

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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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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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