Sharpe Online Academy

sharpe online academy logo

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

Planned Giving #103—Integrating Major & Planned Gifts

October 19-20, 2021, 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 “multdisc2021” when registering.
  • $145 for the third registration of a single individual when registering for all three two-day seminars at once. Use code “3PGVS2021” when registering for the third seminar.

View the Agenda



Successful fundraising strategies have become increasingly formulated on the age and wealth of donors, rather than the size, timing and use of gifts. This seminar is designed to benefit those responsible for major gifts, planned gifts or both.

What You’ll Learn

  • How to influence larger gifts using tools that produce the most funds in the shortest period of time.
  • How to work with older donors who are considering the largest gifts of their lifetimes.
  • How to accelerate the benefits from existing bequests and other planned gifts.
  • How to listen for clues to help a donor determine which giving option may be the best fit for a major current or deferred gift.