Bequest and Planned Gift Administration Training
in our Training Facilities in Salem, MA
July 24-25, 2008
October 2-3, 2008
BIPS Planned Giving Training Seminars cover not only BIPS software training but also overall management of bequests and other planned gifts, including:
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Do you have a sneaking suspicion you could get more from bequests and other planned gifts?
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Are you getting as much from planned gifts as you could?
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Are you collecting them as quickly as possible?
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Do you have a sneaking suspicion you could get more from bequests and other planned gifts?
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Do you cringe when your boss asks you for a gift income projection?
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Do you know when the best and worst times are to ask for early distributions?
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Do you know how long the creditors' claim period is or why should you care?
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What do you do when offered 23 burial plots in Ambler, PA or real estate in Haiti?
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What do you do with that list of bequest donors you never heard from again?
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Do you already have BIPS but have not yet used some or most of its functions?
Come to a BIPS Bequest and Planned Gift Administration training and find out!
Please register as soon as possible to guarantee a place. Classes are limited in size to allow for lots of individual attention, so they often fill up quickly!
Call us at 888-588-BIPS(2477)
Training Prices: |
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BIPS 2-day training |
$1,550 |
BIPS on-site training |
$2,750 |
Each participant has use of their own computer with BIPS software installed. BIPS trainings will be held when there are 6 trainees or more. If not, refunds or other arrangements will be made.
Lunch will be from 12:00 to 1:30 PM (on your own) for all training.
"I thoroughly enjoyed BIPS training class. If there is a way to make planned giving administration and marketing entertaining, Susan DameGreene can do it. You will receive a thorough understanding of the mechanics of BIPS as well as a better understanding of just how your organization will benefit by using BIPS to track, report and collect realized bequests and forecast future planned gifts. As someone who runs a one person Planned Giving Department, I came away with a better understanding of how to collect and how to market planned gifts to our donors.
With BIPS, I can see exactly where I am in any estate as well as plan my work so I am up to date with all the collections and reporting for realized Planned Gifts. BIPS is quite valuable to me and is vital part of my success here in Planned Giving."
-Beverly,Manager of Major Gifts and Planned Giving at Project HOPE
Read what one of our Canadian clients says about BIPS training
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April 2008 Training Photos
September 2007 Training Photos
September 2006 Training photos
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