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June 2020

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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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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