Planned Giving #101
The Fundamentals of Effective Gift Planning
August 13-14, 2025
This Academy course offers a basic understanding of planned giving and is designed for fundraisers new to gift planning or experienced gift planners interested in a refresher.
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
- Fundraisers new to gift planning.
- Gift planners looking for a refresher or CFRE credit.
- Members of planned giving advisory and finance committees.
What You’ll Learn
- Gain an understanding of tools needed for a successful planned giving program.
- How gift planning strategies can lead to larger gifts now and in the future.
- The fundamentals of the most used planned gift techniques.
- A basic understanding of tax laws related to gift planning.
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.

Full participation in the Sharpe Virtual Academy: Planned Giving #101—The Fundamentals of Effective Gift Planning seminar is applicable for 4 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Registration Form