101: Fundamentals of Planned Giving

Recorded On: 01/19/2021


Planned giving offers a variety of opportunities for donors to support institutions that they care about in a way that aligns with their own personal financial needs and goals. But understanding the many different planned giving instruments can be overwhelming and confusing—even for fundraising professionals. And while not everyone needs to be an expert, comprehending the basics can help you help your donors see the possibilities, while advancing your institution's own development efforts.

Register now to learn or review the fundamentals of planned giving.

This webinar is eligible for 1.25 points of CFRE credit.


  • Guidelines for designating gifts through a will, living trust, or retirement plan
  • Tips for maximizing donor capacity through charitable gift annuities and charitable remainder trusts
  • Tactics for leveraging nontraditional gifts and assets such as lead trusts, real estate, tangible personal property, closely-held stock, and other private equity interests
  • Methods for optimizing charitable IRA distributions
  • Examples from other institutions, and more!

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Sierra Rosen

Executive Director of Planned Giving, Brown University

Sierra Rosen is the Executive Director of Planned Giving at Brown University, where she oversees the planned giving team for the institution. With over a decade of experience in planned giving, she previously ran programs at Harvard Business School, Northeastern University, and Wellesley College. In addition, she served as a Trial Attorney through the Committee for Public Counsel Services in Essex County, Massachusetts. Sierra has an MS in Taxation from Northeastern's D'Amore-McKim School of Business, a JD from Northeastern School of Law, and an undergraduate degree from Gordon College.


Fundamentals of Planned Giving
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