Planned Giving #101

The Fundamentals of Effective Gift Planning
February 19-20, 2025

This Academy course offers an introduction to planned giving basics and is designed primarily for fundraisers new to gift planning.

Topics Included

  • The best ways to encourage major and planned gifts in today’s economic and tax-law environment.
  • Combining effective gift planning through bequests, trusts, gift annuities and other popular gift planning techniques along with current giving.

Who Should Attend

  • Fundraisers new to gift planning.
  • Gift planners looking for a refresher or CFRE credit.
  • Members of planned giving advisory and finance committees.

What You’ll Learn

  • The tools needed for a successful planned giving program.
  • Gift planning strategies that lead to larger gifts now and in the future.
  • The fundamentals of common planned gift techniques.
  • A basic understanding of tax laws related to gift planning.

View the Agenda

Pricing

Standard Rate
  • $295 for the first registrant from an organization.
  • $145 for additional team members from the same organization. Use code “ACADEMY2025” when checking out.
CFRE 2024 Credit logo

Full participation in the Planned Giving 101 virtual seminar is applicable for 11 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Registration Form