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Distance Learning
Distance Learning

OD: Conquering the Challenges of a Planned Giving Program

Recorded on: Wednesday, February 11, 2015 1:00PM ET


As higher education institutions seek to increase their advancement efforts and donor relationships, planned giving instruments are being discussed and executed more frequently. While these instruments can be a "win-win" transaction between the institution and the donor, they can also create added complexities for the business office. This webcast will provide an overview of the various types of planned giving instruments that the advancement office may be discussing. Speakers will also share examples of the accompanying accounting and operational challenges, including suggestions for efficiently and effectively maintaining a planned giving program.


After participating in this program you will be able to:
  • Identify the various types of planned giving arrangements.
  • Demonstrate an understanding of accounting, tax, and donor complexities and requirements.
  • Develop tools and techniques to effectively use planned giving instruments.


  • Beth Engel, senior vice president, senior fiduciary advisory specialist, Wells Fargo
  • Camille Anderson Licklider, executive director, gift planning, Northwestern University   
  • Rob Nordin, vice president, philanthropic specialist, Wells Fargo
  • Pete Ugo, partner, Crowe Horwath LLP


  • Chief business/Finance officers
  • Vice presidents of finance
  • Controllers
  • Financial reporting managers
  • Accounting staff

Course Information

  • Length: 100 minutes     


Member Site Registration: $189.00
Non-Member Site Registration: $219.00


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  • The webcast will open in a new window

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Software/Browser Requirements

  • Windows XP/Vista/7
  • Windows Media Player 10,11 or 12
  • Adobe Acrobat Reader 7.0 or later
  • Flash Player 10.x

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CPE Information

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: