Planned Giving #301

Growing Your Planned Giving Pipeline
November 12-13, 2025

The final Academy course takes a deeper dive into noncash gifts, taxes and skills needed for a successful gift planning program.

Topics Included

  • The importance of planned giving and the best ways to encourage major and planned gifts in today’s economic and tax-law environment.
  • How effective gift planning along with current giving can help donors make meaningful gifts today as well as plan for large future gifts through bequests, trusts, gift annuities and other popular gift planning techniques.

Who Should Attend

  • Those who have attended Planned Giving #101 and #201.
  • Experienced gift planners.
  • Board members who could benefit from understanding the long-term potential of planned gift revenue.
  • Members of a planned giving advisory committee.

What You’ll Learn

  • How to influence noncash gifts and gifts from donor advised funds.
  • A deeper dive into tax laws and how to listen for clues to help a donor determine which giving option may be the best fit for either a major current or deferred gift.

View the Agenda

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.
CFRE 2024 Credit logo

Full participation in the Sharpe Virtual Academy: Planned Giving #301—Growing Your Planned Giving Pipeline seminar is applicable for 4 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Registration Form