Sharpe Group Charitable Giving SUMMIT

January 12-15, 2026
Orlando, FL

Overview

Our annual SUMMIT is a comprehensive, interactive training event for nonprofit fundraisers, featuring both the need-to-know planned giving basics as well as hot-button issues. This four-day event equips planned giving officers with strategies and tactics to build a successful planned giving program. In addition to the in-person option, the SUMMIT will also be available for attendees to join online Jan. 12-14..

Topics Include:

  • Gift planning tools from the fundamental to the complex.
  • Identifying planned giving prospects and how to mine your donor data.
  • Recent and ongoing tax law changes.
  • Best practices for capital and comprehensive campaigns.
  • How to harness AI for use in fundraising.
  • 🚩 New!  | Optional half-day for individual coaching with Sharpe consultants, including tips for how to best communicate with your board.
  • Case studies based on real-life issues, including solutions.

Who Should Attend

  • Planned giving officers of all levels of experience.
  • Additional fundraising team members, board members or leadership who would benefit from a deeper understanding of planned giving.

What You’ll Learn

  • Who are your best planned giving prospects for larger gifts now and in the future?
  • How gifts planned over the next 20 years can be structured to benefit both your organization and the donor.
  • How to ask for major, planned and blended gifts, featuring case studies and role-playing.

Pricing

  • $1,295 per person for in-person attendance.
  • $1,095 per person attending virtually (use the promotion code SUMVIRT26).
  • Order extra notebooks for the 2026 Charitable Giving SUMMIT here. You must be registered* for the 2026 SUMMIT (either in person or virtually) to order. Cost is $95 each (which includes shipping).

* Your registration includes one notebook.

 

Full participation in the 2026 Sharpe Charitable Giving SUMMIT is applicable for up to 23 (20 for online attendees) points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Location

Hilton Orlando Buena Vista Palace – Disney Springs Resort Area
1900 E. Buena Vista Drive
Lake Buena Vista, FL 32830
Check on hotel room availability by calling 407-827-2727. Be sure to mention “Sharpe Group.”

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Special Walt Disney World Theme Park Benefits for Attendees:

To purchase specially priced Walt Disney World® Meeting/Convention Theme Park tickets CLICK HERE or call 407-566-5600 and provide group code G10123439.

Whether it’s your first visit or your 100th, we recommend reviewing the Walt Disney World® Resort Experience Updates.

Registration Form