Introduction to Planned Giving
March 25-26, 2025
Washington, DC
This introductory course covers the planned giving basics every fundraiser needs to know, including understanding the tools and finding the prospects.
Topics Included
- Tax basics.
- Understanding the fundamental gift planning tools.
- How to identify planned giving prospects.
Who Should Attend
- Those new to gift planning or those with less than 3 years’ experience.
- Additional fundraising team members, board members or leadership who would benefit from an understanding of planned giving.
What You’ll Learn
- Who are the prospects for larger gifts now and in the future?
- How planned gifts over the next 20 years will be arranged.
- The art of the ask via case studies and role playing.
Pricing
Early Bird Rate Through March 3, 2025
- $895 for the first registrant from an organization.
- $745 for the additional team members from the same organization. Use code “MULTDISC2025” when checking out.
Standard Rate
- $995 for the first registrant from an organization.
- $845 for the additional team members from the same organization. Use code “MULTDISC2025” when checking out.
Location
Hilton Alexandria Old Town
1767 King St.
Alexandria, VA 22314
Group room rate available through March 3, 2025: $219 per night.
Reserve your room now or call 800.445.8667 and referencing “Sharpe Group.”
Registration Form