Sharpe Custom Training

Sharpe Group is a recognized leader in training development professionals across the country through our in-person and virtual seminars designed to help fundraisers develop their planned giving expertise.

One of the things that sets Sharpe Group apart from others in the industry is our “wholistic” approach of providing materials customized for our clients’ unique mission and needs.

Sharpe Group’s fully custom onsite training is a cost-effective way to provide your entire development staff with the training they need to succeed. We will work with you to determine the agenda and content that will suit the needs of your leadership, staff and donor base.

Popular topics include:

  • Opportunities to Capitalize—Trends, Outlook, Wealth Transfer.
  • Blended Gifts—Money Today and Tomorrow.
  • Fundamentals for Major and Planned Gifts.
  • Portfolio Configuration.
  • Life Income Gift Potential.
  • NIL Updates and Success Stories.
  • Understanding Charitable Bequests and Other Simple Reminders.

For more information, please contact us.

custom training


“The Sharpe Group training came at a perfect time for our front-line fundraising team. We had a good foundation to build on, with much of the team having worked on traditional bequests, but they had less experience with more complex gifts and different lifetime income vehicles. Sharpe Group made the content approachable, interesting and participatory. They were attentive to questions and tailored the content to fit our group. This training accelerated our work with donors, and I’m confident it will help enable future success.”

Jay Kahn, Senior Assistant Vice President – Advancement & Campaigns, University of Oklahoma Foundation