Planned Giving #201
Executing Your Planned Giving Strategy
October 8-9, 2025
The second Academy course focuses on the combination of skills and experience needed to facilitate major and planned gifts.
Topics Included
- How to blend gifts to meet your organization’s and your donor’s needs.
- The importance of donor data and how to harness it to gain insight into your donors.
- How to communicate gift planning opportunities to your donors and how to ask for a major or planned gift.
Who Should Attend
- Fundraisers with some major or planned giving experience.
- Experienced fundraisers with planned giving experience but little major gifting experience.
- Experienced fundraisers with major gift experience but little technical experience in planned gift fundraising.
What You’ll Learn
- The best ways to present major gift opportunities and how to ask for the gift.
- Working with donors and advisors in ways to complete gifts and build lasting relationships.
- The importance of up-to-date and detailed data on your donors.
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 #201—Executing Your Planned Giving Strategy seminar is applicable for 4 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.
Registration Form