An Introduction to Planned Giving

An Introduction to Planned Giving

Upcoming Dates and Locations

Hotel and Travel Information 

This seminar is $795 for the first registration and $695 for additional registrations.

Each Sharpe 2-day seminar is approved for 12 hours of CFRE Continuing Education points.

This seminar provides an introduction to encouraging 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 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.

Who Should Attend

This seminar is designed for professionals who are seeking to gain a basic understanding of planned giving 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, you will benefit from this introduction to gift planning. Board members and senior management may also benefit from this seminar.

What You’ll Learn

You’ll discover the keys to effective communications with prospective planned givers; learn how to effectively serve those 65+ who are the key to success in fundraising over the next 20 years; and learn ways to communicate the benefits of planned gifts through broad-based communication efforts, individualized correspondence, telephone calls and personal visits. Click here for the agenda.

Structuring Blended Gifts

Structuring Blended Gifts

Upcoming Dates and Locations

  • Washington DC • June 5-6, 2019    Register

Hotel and Travel Information 

This seminar is $795 for the first registration and $695 for additional registrations.

Each Sharpe 2-day seminar is approved for 12 hours of CFRE Continuing Education points.

Sharpe Group coined the term “blended gifts” in the early 1990s to help explain the complex ways Baby Boomers and others would ultimately decide to make larger gifts in the 21st century. But is a “blended gift” a “planned gift” or a “major gift”? Correct answer: both.

Who Should Attend

This seminar is designed for those who are sensitive to the changing makeup of their major donor population or would like to offer their donors more attractive options than they thought possible. Chief development officers, senior management leaders, board members and those responsible for planned gifts, major gifts or both will benefit.

What You’ll Learn

This seminar explains how carefully structured combinations of current and deferred gifts can make it feasible for those balancing multiple financial priorities to make gifts larger than they may have thought possible. In the days ahead, donors, nonprofits and advisors will increasingly turn to blended gifts to reap both current and future benefits. Make sure you’re informed so your organization doesn’t miss out on this growing trend. Note that tax law changes will be incorporated throughout the presentation. Click here for the agenda.

Integrating Major and Planned Gifts

Integrating Major and Planned Gifts

Upcoming Dates and Locations

  • Washington DC • Nov 6-7, 2019   Register 

Hotel and Travel Information 

This seminar is $795 for the first registration and $695 for additional registrations.

Each Sharpe 2-day seminar is approved for 12 hours of CFRE Continuing Education points.

Fundraising strategies have become increasingly formulated on the age and wealth of donors, rather than the size, timing and use of gifts. The next round of capital campaigns will depend heavily on aging Baby Boomers with complex financial and family responsibilities that may impact their capability to make larger gifts. This seminar is designed for the benefit of those responsible for major gifts, planned gifts or both.

Who Should Attend

This seminar is designed for professionals who are part of an organization that has separate major and planned gift programs and would like to bring everyone together to most effectively serve the needs of their donors and their organization, or for those who are a “one-person development department” and therefore have responsibility for both major and planned gifts. Those with more experience in the gift planning field will benefit most. 

What You’ll Learn

You’ll learn practical ways to assist donors in making gifts that are most appropriate in light of their age, wealth and other factors, while meeting current, capital and endowment funding needs, along with how to interpret a donor’s clues to determine which giving option is the best fit for a major gift or a planned gift. Click here for the agenda.  

Comprehensive Planned Giving Seminar

Comprehensive Planned Giving Seminar

The 2020 Seminar will be held January 13-17 at the Sheraton Lake Buena Vista Resort in Orlando. More details coming soon!