Giving with Purpose

An eye-opening presentation designed to educate your donors about gifting techniques using, other than cash, the top three gift planning tools easiest to implement.

This presentation is a simple first step to begin or jump-start your gift planning program.

The Challenges:


  • Many donors feel a “planned gift” is only for the “wealthy.”
  • Many professional advisors simply are not aware of the philanthropic planning tools ​available to their clients.


The Opportunity:

Demonstrate how your donors can create their legacy through gift planning to help themselves, their families, and their community.
Help your donors see that cash gifts are not the only form of gifting that help them make an impact with their giving.

Provides Understanding of Key Principles including:


  • How does philanthropy benefit your donors and their families?
  • How can your donors give noncash assets?
  • What is a Will Bequest?
  • What is a Charitable Beneficiary Designation?
  • What is a Charitable Gift Annuity (CGA)?


Participants will understand how to create a planned gift for your nonprofit which will keep on giving long after they are gone.

A Certified Financial Planner™ professional will be on hand to answer questions in regards to Will Bequests, Beneficiary Designations and Charitable Gift Annuities.


This presentation is 60 minutes and can accommodate an unlimited number of people.