• The Challenge

    Your organization needs additional funding now, but also you also need to build long-term sustainability for decades to come.

  • The Opportunity

    Qualified Charitable Distributions made from donors' IRAs provide funding today and offer opportunities for future estate gifts.

  • The Solution

    This course demystifies QCDs and empowers all fundraisers to understand how this type of giving benefits donors and nonprofits alike.

Course curriculum

    1. Introducing 5 Steps to Unlocking IRA Rollover Gifts for your Nonprofit

    2. A message from your instructor

    3. How to use this course

    4. Before we begin ...

    1. Understanding Non-Cash Assets

    2. What assets make up wealth via the Visual Capitalist

    3. Mind the GAP: how gift acceptance policies make you the superhero via Fablanthropy

    1. Understanding IRA Rollover Gifts

    2. Qualified Charitable Distribution acknowledgement template

    1. Crafting Your Donor Strategy

    2. Donors Worksheet

    3. QCD Anniversary Letter Template

    1. Educating donors on the opportunity

    2. Inspiring Your Donors about IRA Gifts via Crescendo Interactive (study of gift planners)

    3. Educating Worksheet

    1. Moving into Legacy Giving

    2. Marketing Matters for QCDs via Crescendo Interactive (case study)

    3. National Association of Charitable Gift Planners RIFT (Release IRA Funds Timely) resources

About this course

  • $47.00
  • 21 lessons
  • 0.5 hours of video content

Unlock the power of IRA rollover gifts.

Enroll today

FAQ

  • Who can benefit from this course?

    Any fundraiser working directly with donors, whether you work on annual, major, or legacy level gifts. Fundraising managers who oversee these colleagues will also benefit from the knowledge provided.

  • How long will the course take to complete?

    That depends on the amount of time you take to utilize the worksheets and materials provided. The video content is less than 40 minutes total, and is structured to be watched in sections to allow time to process the material shared.

  • Need additional resources to implement this strategy?

    Schedule a FREE inquiry with one of our coaches at https://fablanthropy.as.me/FabExpertInquiry

Your Instructor

Lisa Chmiola

Founder & Chief Fablanthropist

With more than 21 years’ experience in philanthropy, Lisa works with nonprofit organizations and professionals on gift planning strategy through her firm, Fablanthropy. An AFP Master Trainer, Lisa presented at four AFP International Conferences, and teaches adjunct at the University of Louisiana at Lafayette and in Rice University’s Center for Philanthropy and Nonprofit Leadership. She chairs AFP Global’s U.S. Government Relations committee and is a board member of the National Association of Charitable Gift Planners.