Planned Giving #201
Skills To Acquire Major and Planned Gifts
October 16-17, 2024
This seminar focuses on the combination of skills and experience needed to facilitate major and planned gifts. Emphasis is given to developing or enhancing relationship-building skills in order to help donors balance their financial priorities with philanthropic intent.
Who Should Attend
- Fundraisers with some major or planned giving experience.
- Experienced fundraisers with planned giving experience but little major gifting experience.
- Experienced fundraisers with major gift experience but little technical experience in planned gift fundraising.
- Anyone with human resource responsibilities.
What You’ll Learn
- How to maximize major and planned giving departments to work together successfully.
- How to provide tax-oriented technical support for major gift fundraisers.
- The best ways to present major gift opportunities.
- Working with donors and advisors in ways to complete gifts and build lasting relationships.
Pricing
Standard Rate
- $295 for the first registrant from an organization.
- $145 for the additional team members from the same organization. Use code “ACADEMY2024” when checking out.
![CFRE 2024 Credit logo](/wp-content/uploads/2023/12/CFRE_2024_logo.jpg)
Full participation in the Planned Giving 201 virtual seminar is applicable for 11 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Registration Form