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Planned Giving

The Institute on Philanthropy offers a weeklong institute in planned giving that provides the knowledge, tools and skills required to develop a planned giving program for your nonprofit organization. 

In addition to the weeklong institute, we offer individual programs from the institute to address the specialized planning giving professional development needed by members of your nonprofit staff. And we periodically offer individual classes on planned giving topics.

Participants in the week-long institute earn a professional certificate from the University of Richmond.

Review the class offerings below and select for more details and to register. You may also register using the paper registration form.

Planned Giving Institute

Overview

Nonprofits are under increasing pressure to develop sustainable plans for future funding. Planned giving is one way nonprofit managers and gift officers can cultivate and implement long-term funding opportunities. Our Planned Giving program gives you the knowledge, tools and skills to develop a planned giving program for your organization.

The Planned Giving Institute is an intensive 32-hour, week-long program focused on both higher education and smaller nonprofits. During the week you’ll work to develop a planned giving program tailored to your organization. Sessions concentrate heavily on the strategy of planned giving; on understanding donors; on communicating your message effectively; and on ensuring your back office administration and management processes are in place with an effective stewardship plan. Participants will also spend a day digging deeper into the technical “nuts and bolts” of planned gifts.

Printable Institute Summary

Registration & Details

Online registration or paper registration form

  • Dates: Monday-Friday, March 19-23, 2018
  • Fees
    • Early registration rate: $1,550 (through February 1, 2018)
    • Standard rate: $1,750 (starting February 2, 2018)
    • Scholarships are available. Fee includes lunches & snacks
  • Deposit: $125 nonrefundable; credited toward the final cost
  • Schedule: Review the weekly planning calendar
  • Accommodations: Book a nearby hotel room and transportation or consider the new HI Richmond hostel or the Bottomley House on campus
Outcomes & Requirements
Institute Outcomes
  • Evaluate your donor’s perspective and develop a clear understanding of your giving constituency for planned gifts
  • Assess the potential for planned giving for your organization and develop a strategy to implement a program
  • Integrate your board into your plan
  • Identify your planned giving and endowment audiences and develop your organization’s key messages to reach them
  • Develop an effective communication and stewardship plan for your planned giving donors
  • Develop policies and procedures for the administration and recognition of gifts
Institute Modules
  • Planned Giving Introduction – Leveling the Field
  • Understanding the Planned Giving Donor Perspective
  • Strategies & Techniques for Planned Giving
  • Understanding Family Dynamics & Legacy
  • Marketing for Planned Giving – Who, What, How
  • Planned Giving in Practice/The PG Conversation
  • PG Management, Evaluation & Administration of the Gift
  • Stewardship of the Planned Gift

Institute/Course Listing & Registration

Planned Giving Institute
Course Offerings (1)
Monday, March 19, 2018; 
1:00 - 5:00 pm
Tuesday, March 20, 2018; 
8:00 am - 5:00 pm
Wednesday, March 21, 2018; 
8:00 am - 5:00 pm
Thursday, March 22, 2018; 
8:00 am - 5:00 pm
Friday, March 23, 2018; 
8:00 am - 12:00 pm
Instructor: IOP Staff
CRN: IOP218.PG
Fee: $1,550 early (through Feb 1, 2018); $1,750 standard (starting Feb 2)
Deposit of $125 is non-refundable. If eligible for Tuition Remission, the Tuition Remission benefit will not be refunded in the event of cancellation.
Description
Join us for an intensive one-week program (32 hours) where you will learn how to develop a comprehensive planned giving program. A successful planned giving program is much more than soliciting gifts through wills. It is a process of understanding the donor's perspective, determining the best type of funding possibilities and strategies, researching and identifying donors, marketing the appropriate strategies, and managing a program and stewarding your donors. A Certificate in Planned Giving will be awarded at the conclusion of the program.

IOP logo

Institute on Philanthropy
Professional & Continuing Studies
28 Westhampton Way
Univ. of Richmond, VA 23173

Kathy Laing, Manager
Miriam Blackmon, Assistant
Phone: (804) 287-1290

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