Gift Planning Essentials

July 9-10, 2024
Washington, DC

Who are the prospects for larger gifts now and in the future? Why, what and when do donors give? How will the gift be arranged? An understanding of planned and major gifts is essential in today’s changing world of philanthropy, and this introductory seminar covers the basics every fundraiser needs to know. These two days provide a great overview of how carefully planned special gifts are becoming increasingly important for every charitable organization that counts on gift revenue to carry out its mission.

Who Should Attend

This seminar is designed for anyone new to planned and major gift development who is seeking a basic understanding of how to approach donors throughout their life cycle and how various gift plans can result in larger gifts now and in the future. If you have experience in planned or major gift fundraising and are interested in a basic overview refresher, you will benefit from the discussion of the essential elements of fundraising. Board members and senior management will also benefit from understanding the function of planned and major gift development as it relates to overall fundraising.

What You’ll Learn

You’ll discover the keys to communicating with donors who have a history and the capacity of making major gifts and bequests; learn how to effectively serve those 65+ who are the key to success in fundraising over the next 20 years; and understand the benefits of planned and blended gifts through broad-based communication efforts, individualized correspondence and through the all-important personal visit.

View the Agenda


Standard Rate
  • $995 for the first registrant from an organization.
  • $845 for the additional team members from the same organization. Use code “MULTDISC2024” when checking out.

Hotel and Travel Information

CFRE 2024 Credit Logo

Full participation in the Gift Planning Essentials seminar is applicable for 11 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Registration Form