Introduction to Planned Giving

July 22-23, 2025
Chicago, IL

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.

View the Agenda

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

Elements at Water Street, located on the second floor of Hotel Indigo
123 Water St.
Naperville, IL 60540
Group room rate available through June 20, 2025: $244 per night.
Reserve your room now or call 630.778.9676 and referencing “SGS” or “Sharpe Group.”

CFRE 2025 Credit logo

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

Registration Form