Planned Giving #201

Executing Your Planned Giving Strategy
April 23-24, 2025

The intermediate course focuses on the combination of relationship-building skills and other strategies to facilitate major and planned gifts.

Topics Included

  • Presenting the blended gift strategy.
  • Harnessing donor data to gain insight into your donors.
  • The best ways to communicate gift planning opportunities to your donors.

Who Should Attend

  • Fundraisers with some major or planned giving experience.
  • Those with planned giving experience but little major gifting experience.
  • Fundraisers with major gift experience but little technical expertise in planned gift fundraising.

What You’ll Learn

  • How to ask for a major or planned gift.
  • How to work with donors and advisors in ways to build lasting relationships and complete gifts.
  • How to keep up-to-date and detailed data on your donors.

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 #201—Executing Your Planned Giving Strategy seminar is applicable for 4 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Registration Form