Webinars

Life insurance: the bane of charitable giving, right? Not so fast! Too often, life insurance is presented as a riddle wrapped in a mystery inside an enigma. That’s too bad because a well-planned contribution of life insurance can be extremely beneficial for the organization as well as the donor. Life insurance is a powerful financial planning tool but, at its core, a charitable contribution of life insurance is simply a gift of valuable property. In this webinar, we will explore examples of life insurance gifts that really worked and review some of the pitfalls to be avoided.

Data is the future of planned giving. At the University of Dayton, Matt Borden and his colleagues have taken a comprehensive approach to data, exploring beyond the traditional numeric indicators of planned giving potential with which we are all so familiar. In taking that comprehensive look, they have been able to identify new pipelines of donors, prioritize who they market to, expand their annual solicitations and closures, and decrease the time between ask and fulfillment. In this webinar, Matt will explore the many ways UD looks at planned giving data and provide you with ideas for how you can gain a deeper and wider perspective on the prospects in your own planned giving program.

One reason gift annuities are popular is that they are relatively simple to establish.However, lurking behind that simplicity are technical calculations and decision points regarding administrative procedures.Understanding these fundamentals forms the foundation for operating a successful gift annuity program. This webinar will focus on the basics of how gift annuities work and key steps in the process of issuing them. It will also examine how best practices in policies and procedures help mitigate the risk a charity takes on in operating a gift annuity program. 

In this webinar, we will explore the marketing tactics that are working for today’s planned giving programs. Based on PG Calc research on some of the nation’s most successful planned giving programs, we will discuss best practices and testing. We will also analyze the results of several planned giving marketing campaigns. By the end of the webinar, you will be able to compare your planned giving marketing program to the successes and failures these programs are experiencing.