Mastering Major and Planned Giving
September 9-10, 2025
Chicago, IL
Deep dive into major gift planning including using the blended gift approach, important tax updates, listening for clues and making the ask illustrated with interactive role playing.
Topics Included
- Generational demographics related to giving.
- Noncash assets, DAFs, gift annuities and charitable trusts.
- Working with advisors.
- Real world gift scenarios.
Who Should Attend
- Experienced professionals who have fundraising expertise in major and planned giving.
- Executive directors, chief development officers and senior management members.
- Those with a “one-person shop.”
What You’ll Learn
- Structuring current and deferred gifts according to age, wealth, philanthropic goals and other factors.
- Listening strategies to determine which giving option is the best fit for a major gift or a planned gift.
- Proposed and/or current tax law changes.
- CGP gift planning ethics and standards.
Pricing
Early Bird Rate Through April 28, 2025
- $895 for the first registrant from an organization.
- $745 for the additional team members from the same organization. Use code “MULTDISC2025” when checking out.
Standard Rate
- $995 for the first registrant from an organization.
- $845 for the additional team members from the same organization. Use code “MULTDISC2025” when checking out.
Location
Elements at Water Street, located on the second floor of Hotel Indigo
123 Water St.
Naperville, IL 60540
Group room rate available through August 15, 2025: $254 per night.
Reserve your room now or call 630.778.9676 and referencing “SGS” or “Sharpe Group.”
Registration Form