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Event Series Event Series: Certificate in Effective Fundraising

Planned Giving and Overall Legal and Regulatory Issues for Fundraising

June 8, 2023 @ 9:00 am - 3:00 pm

Will explore the various financial vehicles available to potential donors; the pros and cons of each vehicle for donors and the receiving agency; the research process involved prior to solicitation; and the process and practicalities of establishing a planned giving program. She will also explore the legal and ethical context of fundraising; Texas regulated fundraising issues (e.g., consumer fraud and gambling); Internal Revenue Service regulations.

Early Bird pricing is available through Monday, January 16, 2023.
Must be registered by February 1, 2023.

Holly Raymond

Chief Financial Officer, Upbring


June 8, 2023
9:00 am - 3:00 pm
Event Category: