Sharpe Seminars

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Sharpe Online Academy

We are now rolling out our schedule for 2021. Please check back here for confirmed dates. We are also hoping to bring back our in-person seminars later in the year, if deemed safe.

For more information about customized Sharpe Training, contact us at moc.tenEPRAHS@ofni or 800.342.2375.

Planned Giving #101—An Introduction to Planned Giving

March 23-24, 2021, 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 “multdisc2021” when registering.

View the Agenda

Register

Overview

This seminar provides a general outline of the best ways to encourage planned gifts in today’s environment. Beginning with an examination of the lifecycle of typical donors and personal priorities at different stages in life, the seminar emphasizes how effective gift planning and current giving can help donors make larger gifts today as well as plan for future gifts through bequests, trusts, gift annuities and other popular gift planning techniques.

What You’ll Learn

  • A basic understanding of planned giving and how proper gift planning can lead to larger gifts now and in the future.
  • The basics of the most popular planned gift techniques.
  • The lifecycle of a typical donor and personal priorities at different stages in life.
  • The keys to effective communications with prospective planned giving donors.

Presenters

Planned Giving #101—An Introduction to Planned Giving
is approved for 4 hours of CFRE Continuing Education points.

Planned Giving #102—Structuring Blended Gifts

May 25-26, 2021, 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 “multdisc2021” when registering.

View the Agenda

Register

Overview

This seminar explains how carefully structured combinations of current and deferred gifts can make it feasible for those balancing multiple financial priorities to make larger gifts than they thought possible in light of personal, economic and health concerns.

What You’ll Learn

  • Ways carefully structured combinations of current and deferred gifts can help donors make major gifts.
  • How donors can accelerate previous bequest commitments while making valuable gifts that help meet personal needs and result in current tax savings.
  • How to work with donors and advisors in ways that help complete gifts and build lasting and mutually beneficial relationships.

Presenters

Planned Giving #102—Structuring Blended Gifts
is approved for 4 hours of CFRE Continuing Education points.

Planned Giving #103—Integrating Major & Planned Gifts

April 20-21, 2021, 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 “multdisc2021” when registering.

View the Agenda

Register

Overview

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.

Presenters

  • Barlow Mann, J.D.
    General Council
    Sharpe Group
  • Joe Chickey, MBA, CFP®
    Senior Vice President and Senior Consultant
    Sharpe Group
  • John Jensen, CFP®
    Senior Vice President and Senior Consultant
    Sharpe Group

Planned Giving #103—Integrating Major and Planned Gifts
is approved for 4 hours of CFRE Continuing Education points.