This completely integrated course is perfect for Major Gift Officers, Non-Planned Giving development staff, beginners in fundraising and other nonprofit staff. If you are already a Planned Giving Officer and want to understand how the information you learned about gift vehicles, financial aspects and taxes really fits into the development process, this course fills in the gaps. At the intersection of major gifts and planned gifts, everything comes into a clear view with a wholly different perspective—profitable, enjoyable fundraising with all nature of donor assets. Philanthropy truly at a higher level. CFRE 38.75 points in addition to 38.75 CSPG points applies.
Are you really using Charitable Remainder Trusts effectively? Or did you leave them in a pile of dust after taking some classes, putting the book on the shelf, and going back to gift annuities or just cash and stock gifts? If you have wanted to jump into using Charitable Remainder Trusts for your clients or donors, but you have not really figured out the best and quickest way to get started, Quick Start Guide to Working with CRTs is the answer. Four short 45+ minute modules with online video lessons, PDFs, PowerPoint slides and bonus packages for use with your clients/donors take you far beyond the basics to skillful planning.
This video course is the fastest and most effective way to succeed with CRTs. CSPG students will find this an amazing refresher course.Get Started
Easy-to-read handbooks on charitable remainder trusts for the advisor or the fundraiser consisting of five individual e-books in a series. Discover what you need to know to advise your client and set up the right trust for the client’s needs and individual situation. CRTs can offer substantial benefits if you know how to use them effectively. Ramp up your expertise with these Step-by-Step Guides.
Marketing online may seem different than marketing offline. However, you may be surprised to discover there are 6 basic principles of marketing that apply to both. These 6 principles lead to the best 6 steps in marketing. If these 6 steps are taken in sequence, whether online or offline, they lead to finding, targeting, profiling, assessing, reaching and converting the market to disciplined, accountable, lucrative sales. It will transform your marketing forever. Don’t start at zero. Other marketing courses assume you already know these principles and how to make their teaching and mentoring fruitful. But they start at the wrong place. This course gives you a strong, logical foundation. Get a dynamic jumpstart and enjoy the rocket ride to success.Get Started
Public speaking is the greatest and fastest way one can get ahead in life whether it's hunting for a job, closing deals and sales, job advancement, or improving your self-esteem. Speaking like a professional can place you front and center on the road to greater success. It is critical to your success in fundraising. Every development officer at every level of institutional advancement from the beginner to the VP or CEO needs to be able at any moment to step up to the platform and be engaging, not just delivering content. You need to understand how to move people to action.
Do You —
Need a quick start to become and expert in Planned Giving?
Want to do a refresher on asset-based philanthropy?
Want know how to get started in the field of planned giving?
Need an effective marketing plan for your work in charitable planning?
Want to understand how to present the benefits of a planned gift?
Need to know how to make better presentations to clients, donors, board of directors, or at conferences and on webinars?
Take advantage of Lynda’s 40+ years of experience and her depth and breadth of knowledge in this field.
Tailor your coaching program to YOUR needs, not a cookie cutter approach to a “profile” or a preset package for an “avatar”, but specifically for you and your needs.Contact Directly
Creating or even revitalizing a planned giving program is akin to starting a new business. It needs to move through many stages of “process” before it becomes profitable. “Think” covers how to fit planned giving into a nonprofit successfully, both as to people, programs and money.
Like starting a new business, we need to keep in mind the end result—the payoff. This book will show you how to create effective, successful business and marketing plans. You will discover you are light years ahead of a comparable startup without these essential plans.
To make your program work successfully, your action efforts will fall into two categories—working effectively inside your organization and working outside your organization.
Lynda L. Sands is a lawyer, consultant, trainer, author and motivational speaker in philanthropic planning.
She specializes in strategic designs and solutions for philanthropic transfers of wealth.
Her 40+ years of specializing in high net worth philanthropy have provided her with exceptional depth of expertise in solving design issues and asset transfer issues, as well as resolving problematic cases where charitable gifts were not well designed and executed.
Lynda has written several books and many articles in her professional field of philanthropy but has always enjoyed writing fiction and nonfiction. For many years she has kept a collection of private works on her computer and in her head. With this edition, she has decided to make a few of them public. Lynda lives in Central Oregon with her aviation journalist husband and her black Labrador retriever (and a bunch of deer, birds, cats, rabbits, gophers, and other animals that saunter through their land on a regular basis).Learn More