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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.

Upcoming Institutes

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. Review all available programs.

The Planned Giving Institute is specially designed for planned giving professionals, major gift officers, CEOs and directors of development of small nonprofits, and career switchers. Classes are taught by fundraising and nonprofit professionals who are experts in their fields and share the real world knowledge as well as their love of fundraising.

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

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, September 17-21, 2018
  • Fees
    • Early registration rate: $1,550 (through July 1, 2018)
    • Standard rate: $1,750 (starting July 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

IOP logo

Institute on Philanthropy
Professional & Continuing Studies
Special Programs Building
490 Westhampton Way
Univ. of Richmond, VA 23173

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

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