Getting Major Gifts: Planned & Noncash Giving

Content Contributor: William High, CEO, National Christian Foundation, Heartland

Facilitator: Connie Hougland, Senior Vice President, Ministry Services, National Christian Foundation Heartland

Category: Resource Development

Last Day to Register: September 25, 2017

Module Start Date: October 2, 2017

Learning Objectives

  • Develop a basic understanding of what the Bible says about legacy, both related to material wealth and spiritual riches
  • Provide broad knowledge on planning instruments that enable people to maximize charitable giving from their estates while minimizing tax implications
  • Communicate accurate information to constituents for establishing wills, trusts and annuities
  • Articulate best practices regarding special circumstances associated with planned gifts
  • Develop a list of questions to ask planned giving candidates to ensure each visit positions the leader to best help the steward accomplish kingdom objectives through their estate

Module Overview

This module is designed to provide participants with an overview of getting major gifts through planned and noncash giving. Doing so requires unique skills and understanding of the major donor mindset, including what triggers major gifts and how to open the conversation. This module will examine how to best serve donors in maximizing their giving, while also reducing their taxes. Participants will learn about different planned giving instruments, such as wills, trusts and annuities. They will also learn best practices associated with a variety of topics: the triggers to major planned gifts, good advice to give business owners about the sale of their business and suggestions linked to the wealth transfer.

Requirements for Receiving Credit

Credit for the module will be determined on the following criteria:

  1. Successful completion and submission of five Reflection assignments demonstrating that the student has read required reading and reviewed the presentations.
  2. Engage in the topic forums for all five sessions.

 

Required Textbooks

Facilitator Bio

Connie Hougland, Senior Vice President, Ministry Services, National Christian Foundation Heartland

Connie Hougland, Senior Vice President, Ministry Services, National Christian Foundation Heartland

Connie Hougland serves as Senior Vice President of Ministry Services for National Christian Foundation Heartland. Connie has been apart of NCF Heartland since its inception in October of 2000. As SVP she works with individuals, families, and companies who desire to make their giving strategic, yet simple. This includes helping people reduce income, capital gains, and estate tax to increase giving and address generational wealth transfer issues. In leading the Ministry Services Division at NCF Heartland, she also works with nonprofit organizations and churches who desire to better serve their donors. In 2016 Connie founded and launched Compel Academy, an online training platform for nonprofits. She is passionate about teaching, coaching, and consulting ministries in the areas of Biblical fundraising and sustainable ministry. Connie and her husband, Blaine, live in Kansas City, Kansas.