Advanced Gift Planning Seminar
Advanced Gift Planning Seminar in Chicago
May 14-15, 2024

You’ll learn practical ways to assist donors in making gifts that are most appropriate for their age, wealth, philanthropic goals and other factors. Special attention is given to interpreting a donor’s needs and determining which giving option is the best fit for a major gift or a planned gift. This seminar explains how carefully structured combinations of current and deferred gifts can help your organization reap benefits both now and in the future.

Planned Giving #201 Slide
Sharpe Virtual Academy
Planned Giving #201
Skills to Acquire Major and Planned Gifts

April 17-18, 2024

Gift Planning Essentials Seminar in Chicago
Sharpe Planned Giving Program Assessments

• Identify strengths and weaknesses.
• Study past results.
• Benchmark against similar organizations.

Custom Training Slide
Sharpe Custom Training

Sharpe Group’s fully custom onsite training is a cost-effective way to provide your entire development staff with the training they need to succeed.

Planned Giving #103—Integrating Major & Planned Gifts

February 15-16, 2022, 11 a.m. ET – 2 p.m. ET

Registration Fee:

  • $295 for the first registrant from an organization.
  • $145 for additional team members from the same organization. Use code “multdisc2022” when registering.
  • $145 for the third registration of a single individual when registering for all three two-day seminars at once. Use code “3PGVS2022” when registering for the third seminar.

View the Agenda



Successful fundraising strategies have become increasingly formulated on the age and wealth of donors, rather than the size, timing and use of gifts. This seminar is designed to benefit those responsible for major gifts, planned gifts or both.

What You’ll Learn

  • How to influence larger gifts using tools that produce the most funds in the shortest period of time.
  • How to work with older donors who are considering the largest gifts of their lifetimes.
  • How to accelerate the benefits from existing bequests and other planned gifts.
  • How to listen for clues to help a donor determine which giving option may be the best fit for a major current or deferred gift.
Planned Giving #103—Integrating Major and Planned Gifts
is approved for 4 CFRE Continuing Education points.