Planned Giving #101

The Fundamentals of Effective Gift Planning
February 19-20, 2025

This Academy course offers an introduction to planned giving basics and is designed primarily for fundraisers new to gift planning.

Topics Included

  • The best ways to encourage major and planned gifts in today’s economic and tax-law environment.
  • Combining effective gift planning through bequests, trusts, gift annuities and other popular gift planning techniques along with current giving.

Who Should Attend

  • Fundraisers new to gift planning.
  • Gift planners looking for a refresher or CFRE credit.
  • Members of planned giving advisory and finance committees.

What You’ll Learn

  • The tools needed for a successful planned giving program.
  • Gift planning strategies that lead to larger gifts now and in the future.
  • The fundamentals of common planned gift techniques.
  • A basic understanding of tax laws related to gift planning.

View the Agenda

Pricing

Standard Rate
  • $295 for the first registrant from an organization.
  • $145 for additional team members from the same organization. Use code “ACADEMY2025” when checking out.
CFRE 2024 Credit logo

Full participation in the Sharpe Virtual Academy: Planned Giving #101—The Fundamentals of Effective Gift Planning seminar is applicable for 4 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Registration Form