Presentation Summary: Blended gifts can allow individuals to achieve their greatest philanthropic dreams by combining an outright gift and a legacy gift. The concept of Blended Gifts is a term that typically means a solicitation that combines a major and legacy gift. This session will provide a tutorial on how to include blended gifts in your conversations with your agency’s donors, giving them a greater opportunity to support your good work and make a gift that meets their aspirations.
What is the value for you? You’ll understand identifying your best prospects, and when you should consider a blended gift in the asking process. Plus you’ll see multiple examples of how to make this type of ask.
Learning Objectives:
Comprehensive Understanding Planned Giving:
Participants will gain a thorough comprehension of what planned giving entails.
Strategic Philanthropic Planning:
Learn how to align personal values with charitable goals to develop a strategic philanthropic plan that reflects family priorities.
Tax Benefits and Financial Optimization:
Understand the tax advantages associated with planned giving.
Explore ways your Blended Gift donors can create a lasting impact by establishing a legacy through planned giving by tailoring giving plans to individual circumstances and developing the communication skills to discuss Planned Giving with family members, financial advisors, and charitable organizations, thereby fostering understanding
By attending this session participants will learn:
Post-Session Resources:
Access to a repository of resources, templates, and tools that participants can use to continue their planned giving journey beyond the session.
.jpg "Aquanetta Betts, J.D., CAP®, AEP®, CFRE photo")