Planned Giving #201
Executing Your Planned Giving Strategy
April 23-24, 2025
The intermediate course focuses on the combination of relationship-building skills and other strategies to facilitate major and planned gifts.
Topics Included
- Presenting the blended gift strategy.
- Harnessing donor data to gain insight into your donors.
- The best ways to communicate gift planning opportunities to your donors.
Who Should Attend
- Fundraisers with some major or planned giving experience.
- Those with planned giving experience but little major gifting experience.
- Fundraisers with major gift experience but little technical expertise in planned gift fundraising.
What You’ll Learn
- How to ask for a major or planned gift.
- How to work with donors and advisors in ways to build lasting relationships and complete gifts.
- How to keep up-to-date and detailed data on your donors.
Pricing
Standard Rate
- $295 for the first registrant from an organization.
- $145 for additional team members from the same organization. Use code “ACADEMY2025” when checking out.
Registration Form