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.

View the Agenda

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.
CFRE 2024 Credit logo

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