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An Introduction to Planned Giving
Washington, DC • September 16-17, 2021
- $895 for the first registrant from an organization.
- $795 for the additional team members from the same organization. Use code “INTRODC21” when registering.
Hotel and Travel Information
What Attendees Are Saying
What Attendees Are Saying
“It was a pleasure attending your seminar. I came away feeling as though I need to send all of my fundraisers as soon as possible.” —Julie Turley, Vice President of Development, Catholic Church Extension Society, Chicago
“Real, useful knowledge I can put into practice starting Monday. Not overwhelming but quite expansive. I am so excited about continuing to learn more. Thank you for the best training I have ever received.” —Jessa Harding, Research and Stewardship Administrator, George Washington’s Mt. Vernon Estate
“Best planned giving seminar I have ever attended! Great location. Faculty very accessible and willing to share their knowledge.” —Jean A. Tucker, Director of Development, Dubuque Symphony Orchestra
“I have been to three planned giving conferences – this has been by far the most helpful and engaging.” —Mary Beliveau, Regional Director, Department of Development, Archdiocese of Baltimore
“This was terrific, one of the best seminars I’ve attended. It was a great pace with an appropriate amount of information. I’ll be back.” —Kristin Frontiera, Planned Giving Officer, Ocean Conservancy
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.
- Barlow Mann, J.D.
- Joe Chickey, MBA, CFP®
Senior Vice President and Senior Consultant
- Kristin Croone, J.D.
Each Sharpe 2-day seminar is approved for 12 hours of CFRE Continuing Education points.