Sharpe Seminars

For decades, the nation’s top major and planned gift professionals have relied on Sharpe seminars to build and manage successful programs.

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An Introduction to Planned Giving

Washington, DC • September 16-17, 2021

Registration Fee:

  • $895 for the first registrant from an organization.
  • $795 for the additional team members from the same organization. Use code “INTRODC21” when registering.

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Overview

This seminar provides an introduction to encouraging 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 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.

Who Should Attend

This seminar is designed for professionals who are seeking to gain a basic understanding of planned giving and how proper gift planning can lead to larger gifts now and in the future. Whether you are brand new to fundraising or are looking for a basic overview, you will benefit from this introduction to gift planning. Board members and senior management may also benefit from this seminar.

What You’ll Learn

You’ll discover the keys to effective communications with prospective planned givers; learn how to effectively serve those 65+ who are the key to success in fundraising over the next 20 years; and learn ways to communicate the benefits of planned gifts through broad-based communication efforts, individualized correspondence, telephone calls and personal visits.

Presenters

  • Barlow Mann, J.D.
    General Council
    Sharpe Group
  • Joe Chickey, MBA, CFP®
    Senior Vice President and Senior Consultant
    Sharpe Group
  • Kristin Croone, J.D.
    Senior Consultant
    Sharpe Group

Each Sharpe 2-day seminar is approved for 12 hours of CFRE Continuing Education points.