Full 1
Is It Time for a Checkup?

Sharpe Planned Giving Program Assessments provide an accurate picture of the health of your program by examining both historical performance and the results of current fundraising while benchmarking against national norms and similar organizations.

Full 3
Sharpe Wholistic Solution

A successful gift planning program is greater than the sum of its parts. Sharpe has the tools and expertise to help you successfully implement your planned giving program.

GPE Slide
Advanced Gift Planning

Join us March 8-9, 2023 in Washington, DC for our first Advanced Gift Planning: Major and Special Gifts seminar of the year. This 2-day seminar explains how carefully structured combinations of current and deferred gifts can help your organization reap benefits both now and in the future. Note that proposed and/or current tax law changes will be incorporated throughout the presentation.

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.

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Overview

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.