Planned Giving Seminar for Nonprofits

Nonprofit leaders are invited to join CRI, CRI CapinCrouse, and Level Four Group for an educational seminar on establishing a planned giving program and the tools donors can use to make impactful gifts. CRI and the CRI Family of Companies’ specialists and guest instructors will walk through how to set up a program, the compliance requirements and best practices involved, and the strategies donors can use to give. Whether your organization is just beginning to explore planned giving or looking to strengthen an existing program, you’re welcome to join. 

Learning Objectives

• Define a planned giving program
• Understand required compliance and best practices
• Become acquainted with planned giving strategies that donors may employ

Event Goals

• To add value to current non-profit organization clients
• To introduce these clients to other products and services from CRI
• To offer clients a resource to help them establish a Planned Giving program with support for their donors to implement planned giving strategies

Who Should Attend

• Leaders of non-profit organizations.

Presenters

• Luke Britt
  Instructor
• Ted Batson, Jr.
  Instructor
• Tiffany Orr
  Moderator
• Melissa Frazier
  Moderator