Getting Started with Legacy/Planned Giving
About: One of today’s biggest opportunities for growth in nonprofit fundraising is Planned Giving. It is estimated that over the next 25 years nearly $6 trillion will transfer to charitable organizations through bequests, trusts and other planned gifts. If your organization isn’t making the ask, you might be missing this opportunity.
In this training, you will learn about the process and the possibility of planned giving. We will focus on the basics of planned giving and the creation of a legacy/planned gift program at your nonprofit. This high-level training will give you the tools to get started on building your legacy society and the confidence to make the ask.
Date: October 22nd
Time: 10-11:30 AM
Location: ZOOM (RSVP to receive link)
About the trainer:
Mike Gemm is the Founder and CEO of Gemm Consulting, an organization committed to dramatically improving the impact of non-profits through improved fundraising, accurate financial data, and transformational coaching for leaders and their teams. Mike has helped organizations raise over $60M+ raised for clients, both directly “in the field” making asks, and coaching clients to get those results in every sub-sector, with annual budgets from $30,000 to $15 Billion, and everything in between. Throughout his career, Mike has been recognized as a catalyst, sharing his contagious enthusiasm for life and constant improvement. He and his wife, Jessica, have two sons Nathaniel and Xander. He’s passionate about training and coaching, personal development, and seeing people reach their potential.