An overview of planned gift instruments, inspired by Bob Evenson's vision

A Brisk Walk Through the Basics of Planned Giving © is an enriching, one-day seminar that leads participants through the nuts and bolts of planned gift instruments. In 2024 we are offering this in a virtual format as well as on-site. If you are new to planned giving, need a refresher, or are a development generalist, this seminar was made for you. Get an excellent overview of gift planning and the tools you need to make the most of it. 

The Brisk Walk Through the Basics seminar is offered annually prior to the MGPA Annual Conference in the Fall, as well as upon request in various regions of the state.

 

Learning Objectives

Participants will leave this seminar with the following learning:

• Gain a clear understanding of basic planned giving methods
• Understand the tax implications for planned giving
• Learn about the different gift vehicles available and when each is best

Created by Robert A. Evenson

Bob Evenson, one of the founders of the Minnesota Gift Planning Association, created A Brisk Walk Through the Basics seminars. Over the years, countless development officers, volunteers, and others who care about charitable organizations and the good works they accomplish received their introduction to planned giving at A Brisk Walk Through the Basics seminars. The Minnesota Gift Planning Association is proud to present A Brisk Walk Through the Basics seminars as a living memorial to Bob Evenson.

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Brisk Walk prior to Annual Conference

This training will be offered in-person in the Fall  around the time of the 2024 MGPA Annual Conference (November 13-14). It is always the best-attended Brisk Walk session of the year. Take advantage of this opportunity to exchange ideas with your peers from organizations around the state and region.

Register for the Fall 2024 session scheduled on Nov 12 in Minneapolis here. If you are also registering for the Annual Conference you can add this to your registration during check-out.

Agenda

          Introductions

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Brisk Walk at Your Location

On behalf of MGPA, a leading planned giving professional will present this comprehensive workshop, at the location of your choice providing expert instruction at a time and place most convenient for your group.

Brisk Walk Onsite Course Request Form (online) 

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Brisk Walk Online

The eLearning Series consists of seven modules:

Module 1: Introduction to A Brisk Walk Through the Basics of Planned Giving
MGPA Volunteer Presenters: Marie Ruzek, JD, CFRE, CAP & Scott Nelson

Module 2: Building a Gift Planning Program
MGPA Volunteer Presenters: Marie Ruzek, JD, CFRE, CAP & Scott Nelson

Module 3: Integrating Annual, Major and Planned Giving
MGPA Volunteer Presenters: Marie Ruzek, JD, CFRE, CAP & Scott Nelson

Module 4: Gift Planning Vehicles
MGPA Volunteer Presenters: Marie Ruzek, JD, CFRE, CAP & Scott Nelson

Module 5:Asset Types
MGPA Volunteer Presenters: Marie Ruzek, JD, CFRE, CAP & Scott Nelson

Module 6: Developing Planned Gifts
MGPA Volunteer Presenters: Marie Ruzek, JD, CFRE, CAP & Scott Nelson

Module 7: Professional Advisors 
MGPA Volunteer Presenters: Marie Ruzek, JD, CFRE, CAP & Scott Nelson

Fees: 
Members: $125
Non-Member: $155

Registration Details: 

Click here for more information and to purchase access.