Sharpe Seminars

For decades, the nation’s top major and planned gift professionals have relied on Sharpe seminars to build and manage successful programs.

Over 15,000 executives and managers have leveraged our expertise and services. View Clients

In light of CDC recommendations to help slow the spread of the Coronavirus, COVID-19, Sharpe Group is postponing many of our upcoming seminars. We are monitoring developing events closely and will determine which upcoming seminars will be rescheduled. Please check back here and watch your emails for further updates about Sharpe Group Gift Planning Seminars.

An Introduction to Planned Giving

Upcoming Dates and Locations

Washington, DC • TBA

Chicago, IL • Jul 13-14, 2020
Chicago, IL • Nov 5-6, 2020
Hotel and Travel Information
View the Agenda
What Attendees Are Saying

The 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 a Philanthropic way 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 charitable donations 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.

In light of CDC recommendations to help slow the spread of the Coronavirus, COVID-19, Sharpe Group is postponing many of our upcoming seminars. We are monitoring developing events closely and will determine which upcoming seminars will be rescheduled. Please check back here and watch your emails for further updates about Sharpe Group Gift Planning Seminars.

Structuring Blended Gifts

Upcoming Dates and Locations

Washington, DC • TBA

Chicago, IL • Sep 17-18, 2020
Hotel and Travel Information
View the Agenda
What Attendees Are Saying

The 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 proposed tax law changes will be incorporated throughout the presentation.

In light of CDC recommendations to help slow the spread of the Coronavirus, COVID-19, Sharpe Group is postponing many of our upcoming seminars. We are monitoring developing events closely and will determine which upcoming seminars will be rescheduled. Please check back here and watch your emails for further updates about Sharpe Group Gift Planning Seminars.

Integrating Major & Planned Gifts

Upcoming Dates and Locations

Chicago, IL • TBA

Washington, DC • Aug 27-28, 2020
Hotel and Travel Information
View the Agenda
What Attendees Are Saying

The 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.

In light of CDC recommendations to help slow the spread of the Coronavirus, COVID-19, Sharpe Group is postponing many of our upcoming seminars. We are monitoring developing events closely and will determine which upcoming seminars will be rescheduled. Please check back here and watch your emails for further updates about Sharpe Group Gift Planning Seminars.

5-Day Comprehensive Planned Giving

January 13-17, 2020

Sheraton Lake Buena Vista Resort

The nation’s finest week-long comprehensive planned giving seminar featuring some of the most respected experts in the field. This seminar offers the groundwork for those who are new to gift planning while presenting an interactive “refresher” for more experienced fundraisers. The seminar will cover the basics of gift and estate planning, the tax considerations of giving, the advantages of giving cash and non-cash gifts, how to market planned giving and more.

Registration is now closed for the 2020 5-Day seminar. Look for details later this year for the 2021 event.


View the Agenda
What Attendees Are Saying