Sharpe In-Person Seminars
January 13-15, 2025
Orlando, FL
Sharpe Group Charitable Giving SUMMIT
Premier Training for 2025
Enjoy three days of vastly expanding your knowledge while learning from experts in the field of strategic gift planning. SUMMIT content is carefully designed for those who are seeking tactical skills to raise more large gifts. We’ll explore popular gift plans and their tax implications, share proven planned giving relationship-building strategies and marketing techniques that generate leads and uncover prospects, and take an in-depth look at the current and future economic factors and legislative changes that will impact gift planning now and in the future. You’ll enjoy interactive role-playing, real-life case studies, valuable networking opportunities, one-on-one time with consultants and more.
March 25-26, 2025
Washington, DC
July 22-23, 2025
Chicago
Introduction to Planned Giving
Learn how to build your planned giving program by understanding the donor lifecycle and how to help donors make larger gifts today, as well as plan future gifts.
May 20-21, 2025
Washington, DC
September 9-10, 2025
Chicago
Mastering Major and Planned Giving
Since the increase of the standard deduction, there is greater competition for large gifts from among a smaller number of donors. Overall fundraising success depends upon gifts from these donors now and in the future. This seminar takes a deep dive into the importance of major, special and ultimate gifts and how they can best meet donors’ philanthropic goals.