Sharpe Online Academy

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We are now rolling out our 2022 in-person seminar schedule. Click here to view confirmed dates.






Planned Giving #101—An Introduction to Planned Giving

August 16-17, 2022, 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 “MULTDISC2022” (all caps) when registering.

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