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:
-
Do you have a sneaking suspicion you could get more from bequests and other planned gifts?
-
Are you getting as much from planned gifts as you could?
-
Are you collecting them as quickly as possible?
-
Do you have a sneaking suspicion you could get more from bequests and other planned gifts?
-
Do you cringe when your boss asks you for a gift income projection?
-
Do you know when the best and worst times are to ask for early distributions?
-
Do you know how long the creditors' claim period is or why should you care?
-
What do you do when offered 23 burial plots in Ambler, PA or real estate in Haiti?
-
What do you do with that list of bequest donors you never heard from again?
-
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: |
|
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
top of page
April 2008 Training Photos
September 2007 Training Photos
September 2006 Training photos
Click on the image to view photos