Beyond Cash and Checks: The Growing World of Non-Traditional Estate Gifts

Explore the expanding landscape of non-traditional estate giving options that donors are increasingly seeking. Learn practical strategies for engaging with donors interested in Donor Advised Funds (DAFs), beneficiary designations, transfers upon death, and qualified charitable distributions from IRAs.

Key takeaways discussed:

  • Understanding the fundamentals of DAFs and how they’re transforming philanthropic planning

  • Learning how to effectively discuss beneficiary designations and transfers upon death with prospects

  • Exploring Blackbaud Analytics IRA/QCD giving model and learn about the tax advantages for donors over 70.5

  • Discovering practical and actionable frameworks for incorporating non-traditional gift options into your existing development strategy

Webinar