Grant Newswatch

Planned Giving

Tuesday, October 3, 2023 - 3:30 pm Eastern Time

Click Here to Register for Live Program $79

Click Here to Register for Live Program and Receive Recording $119

Your planned giving program can be a source of much-needed funds during a challenging year providing “fall from the sky” donations.

This course will provide you with the tips and tools you'll need to understand planned giving, including tax benefits for donors, and to successfully launch a Legacy Giving program.

Highlights Include:

  • Simple steps for launching a Legacy Giving program
  • Understanding bequests, gifts of IRAs and life insurance, donations of personal property, and more
  • Using demographics, giving patterns, and statistical information to wealth screen your database and determine Legacy Giving prospects
  • Applying a "Moves Management" approach to Legacy Giving
  • Tax issues of Legacy Giving made simple!

This 75 minute seminar includes a Q&A and discussion of strategic problem solving and Development How To’s.


Bill Edelstein is a consultant specializing in helping not-for-profits develop diversified revenue streams. He holds Advanced Degrees in Education and Not-for-Profit Development. His professional work is focused on Donor Relations and Fundraising. Bill is an adjunct professor at John Jay College of the City University of New York.

Bill Edelstein


I participated in the P2P webinar which, by the way, was amazing. Thanks for all the information you shared. - Elliot, Adcieo

Thank you Bill!! I enjoyed the presentation, in fact one of the best I have attended in some time. - Wendy, Ferris State University

A great Grant Writing Class 101! - Cheryl, Tulane University

Keep up the great work. Really glad I was able to join today. - Anna, Community Bridges

Thanks so much for an amazing Webinar.  So much info there.  I’ve already sent my notes to the fundraisers but I am glad they will be getting your recording! - Diana, St. Joseph Center

Thank you for your time and effort teaching this course – I am really enjoying participating with other ‘students’! - Liz, AFTD

GREAT CLASSES! - Karen, Chicago Urban League

I’d like to thank you once again for the great virtual facilitation and training sessions. You were patient, understanding, engaging, and checked in with us on our learning in several ways. I admit that this is a very busy time for me as it is reporting season so I wasn’t able to participate in the homework the way I would have liked. I was so grateful that I felt nothing but understanding from you and was able to learn so much from your sessions! - Clarinda, United Way of Central Minnesota

Thank you Bill. I found the course helpful because you provided a comprehensive overview of all the moving parts with grants management and specific resources to help. - Julia, Wings for Kids