The Strategic Philanthropy Seminar Series 2021–22: Leadership Series, Seminar 3


Understanding the gift planning process: How to skillfully use gift vehicles to facilitate strategic philanthropy

March 10, 2022, 12 pm–1:30 pm EST

This seminar will use in-depth case studies to present various gift vehicles available to the strategic gift planner. If you’ve ever wondered about the intricacies of gift structures, this seminar is for you.

In this seminar you will learn:

  • How to recognize gift planning opportunities and skillfully use your financial and fundraising knowledge to create a unique gift structure that meets the needs of the donor.
  • The groups of potential gift vehicles that you should know about, when they apply, and what they further for the donor.
  • How to respond to the recent trend in donor-advised funds and the pros and cons you should know about as a fundraiser.

NOTE: This seminar will not go into detail on how to calculate specific tools.

Your presenters: Grant Monck & Doug Puffer

This purchase includes one unique log-in for live access to the seminar, and access to the replay until June 2022. It does not include access to other materials in our Premium Resource Library.

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