Gift Planning Essentials

May 11-12, 2023
Washington, DC


Who are prospects for larger gifts now and in the future? Why, what and when do donors give? How will the gift be arranged? An understanding of planned and major gifts is essential in today’s changing world of philanthropy, and this introductory seminar covers the basics every fundraiser needs to know. These two days provide a great overview of how carefully planned special gifts are becoming increasingly important for every charitable organization that counts on gift revenue to carry out its mission.

Who Should Attend

This seminar is designed for professionals who are seeking to gain a basic understanding of how to approach donors throughout their life cycle and how proper gift planning can lead to larger gifts now and in the future. Whether you are brand new to fundraising or are looking for a basic overview refresher, you will benefit from the discussion of the essential elements of fundraising. Board members and senior management would also benefit from this content.

What You'll Learn

You’ll discover the keys to effective communication with donors; learn how to effectively serve those 65+, who are the key to success in fundraising over the next 20 years; and learn ways to relay the benefits of planned and blended gifts through broad-based communication efforts, individualized correspondence in various mediums and through the all-important personal visit.

View the Agenda


  • $995 for the first registrant from an organization.
  • $845 for the additional team members from the same organization. Use code “MULTDISC2023” when checking out.

Hotel and Travel Information

  • Hilton Alexandria Old Town. ph: 888.445.8667.
  • Group Rate: $219/night.
  • Group Rate Cutoff: April 15, 2023.

* This seminar is approved for 11 CFRE Continuing Education points.