Year-End 2024 Slide

Data Services
Sharpe Comprehensive Data Services

Gift planning communications should be targeted to reach donors based on when, where and how they are listening. Having this vital information will make your major and planned giving fundraising more efficient and effective.

Sharpe offers three solutions to help you gain valuable insights to better know your donors and understand their motivations for giving.
• Data Integrity
• Data Update
• Gift Planning Matrix®

Sharpe Custom Gift Planning Training
Sharpe Custom Gift Planning Training

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

• Staff and Board training.
• Donor presentations.
• National and local association presentations.

Gift Planning Websites
Sharpe Gift Planning Websites

• Written by technical experts.
• Mobile friendly.
• Personalized content.
• Continual automatic updates.
• Gift illustrations.
• Links to helpful IRS information.

Wholistic Solution
Sharpe Wholistic Solution®

Learn proven strategies to raise large gifts and create successful and sustainable gift planning programs.

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.