An Introduction to Planned Giving

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This seminar is $795 for the first registration and $695 for additional registrations.
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Each Sharpe seminar is approved for 12 hours of CFRE Continuing Education points.

This seminar provides an introduction to encouraging planned gifts in today’s environment. Beginning with an examination of the lifecycle of typical donors and personal priorities at different stages in life, the seminar emphasizes how effective gift planning can help donors make larger gifts today, as well as plan for future gifts through bequests, trusts, gift annuities and other popular gift planning techniques.

Who Should Attend

This seminar is designed for professionals who are seeking to gain a basic understanding of planned giving and how proper gift planning can lead to larger gifts now and in the future. Whether you are brand new to fundraising or are looking for a basic overview, you will benefit from this introduction to gift planning. Board members and senior management may also benefit from this seminar.

What You’ll Learn

You’ll discover the keys to effective communications with prospective planned givers; learn how to effectively serve those 65+ who are the key to success in fundraising over the next 20 years; and learn ways to communicate the benefits of planned gifts through broad-based communication efforts, individualized correspondence, telephone calls and personal visits. Click here for the agenda.

Structuring Blended Gifts

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This seminar is $795 for the first registration and $695 for additional registrations.
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Each Sharpe seminar is approved for 12 hours of CFRE Continuing Education points.

Sharpe Group coined the term “blended gifts” in the early 1990s to help explain the complex ways Baby Boomers and others would ultimately decide to make larger gifts in the 21st century. But is a “blended gift” a “planned gift” or a “major gift”? Correct answer: both.

Who Should Attend

This seminar is designed for those who are sensitive to the changing makeup of their major donor population or would like to offer their donors more attractive options than they thought possible. Chief development officers, senior management leaders, board members and those responsible for planned gifts, major gifts or both will benefit.

What You’ll Learn

This seminar explains how carefully structured combinations of current and deferred gifts can make it feasible for those balancing multiple financial priorities to make gifts larger than they may have thought possible. In the days ahead, donors, nonprofits and advisors will increasingly turn to blended gifts to reap both current and future benefits. Make sure you’re informed so your organization doesn’t miss out on this growing trend. Note that proposed tax law changes will be incorporated throughout the presentation. Click here for the agenda.

Integrating Major and Planned Gifts

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This seminar is $795 for the first registration and $695 for additional registrations.
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Each Sharpe seminar is approved for 12 hours of CFRE Continuing Education points.

Fundraising strategies have become increasingly formulated on the age and wealth of donors, rather than the size, timing and use of gifts. The next round of capital campaigns will depend heavily on aging Baby Boomers with complex financial and family responsibilities that may impact their capability to make larger gifts. This seminar is designed for the benefit of those responsible for major gifts, planned gifts or both.

Who Should Attend

This seminar is designed for professionals who are part of an organization that has separate major and planned gift programs and would like to bring everyone together to most effectively serve the needs of their donors and their organization, or for those who are a “one-person development department” and therefore have responsibility for both major and planned gifts. Those with more experience in the gift planning field will benefit most. 

What You’ll Learn

You’ll learn practical ways to assist donors in making gifts that are most appropriate in light of their age, wealth and other factors, while meeting current, capital and endowment funding needs, along with how to interpret a donor’s clues to determine which giving option is the best fit for a major gift or a planned gift. Click here for the agenda.  

Faculty Content Developers

Sharpe faculty and content developers have been featured in major national and international publications including The Wall Street Journal, The New York Times, Newsweek, Forbes, SmartMoney, CBS MarketWatch, The Chronicle of Philanthropy and Trusts & Estates, and regularly speak at gatherings across the country, including the planned giving councils in New York, Washington, Chicago and Los Angeles, as well as the National Association of Charitable Gift Planners (CGP) and the Association of Fundraising Professionals (AFP) national conferences.

Robert F. Sharpe, Jr.

Robert F. Sharpe, Jr., Chairman of Sharpe Group, is a leader in planned and major giving, noted author and speaker. With more than 30 years of fund development and consulting experience, Robert has helped many of the nation’s leading nonprofits plan and implement successful major gift planning and endowment development programs. He is the author of many articles on a variety of gift planning topics and has been published in The Wall Street Journal, The New York Times, Newsweek, Forbes, SmartMoney, MarketWatch, The Chronicle of Philanthropy, Trusts & Estates, Kiplinger’s and others. He is a frequent speaker at gatherings across the country. He serves on the editorial board of Trusts & Estates magazine and writes a column on philanthropic matters. He is co-author of Model Standards for Gift Valuation adopted by the National Association of Charitable Gift Planners. Robert is a cum laude graduate of Vanderbilt University and Cornell Law School. Read more of his bio here.

Barlow T. Mann

Barlow T. Mann, Chief Operating Officer for Sharpe Group, has a track record of quality in his experiences in the nonprofit planned giving world before joining Sharpe. He served as director of development at the University of Tennessee Health Science Center where he was responsible for current, deferred and capital giving for the colleges of medicine, pharmacy, dentistry, nursing and allied health. He also served as director of planned giving for the University of Memphis. An attorney with more than three decades of experience in charitable gift planning, Barlow is responsible for Sharpe’s consulting services. Mr. Mann has authored articles for national publication, including Trusts & Estates, The Journal of Gift Planning and Fundraising Management. He also is a frequent speaker on the topic of planned giving. Barlow is a graduate of Tulane University and the University of Memphis School of Law. Read more of his bio here.

John Jensen, CFP

John Jensen is a Sharpe Group Senior Consultant and Senior Vice President based in Washington D.C. With more than 35 years of nonprofit development experience, John works with charitable organizations and institutions in Washington and across the country to design and implement effective charitable gift planning programs. He is a frequent speaker at national gatherings of gift planning professionals and has served as a columnist and member of the editorial advisory boards of a number of planned giving publications. John is a former vice president of development at The Nature Conservancy and the National Wildlife Federation. In those roles, he was responsible for major expansions of both the direct marketing and planned giving programs. Read more of his bio here.

Aviva Shiff Boedecker

Aviva Shiff Boedecker is a Sharpe Group Senior Consultant based in San Francisco. An attorney with more than 25 years of gift planning experience, she has served as a director of planned giving at the University of California, Berkeley, the Marin Community Foundation and the San Francisco Ballet. She has also served on the board of the National Association of Charitable Gift Planners, is a past president of the Northern California Planned Giving Council and the Marin County Estate Planning Council and is a member of the Advisory Board of the UC Berkeley Extension Wealth Management Program. Aviva writes for many planned giving publications and is a frequent lecturer on gift planning. A member of the California Bar, she is an alumna of the University of California, Berkeley, and the University of California, Hastings College of the Law.  Read more of her bio here.