Planned Giving #301

Growing Your Planned Giving Pipeline
June 25-26, 2025

Building on PG #201, the final Academy course takes a deeper dive into noncash gifts, taxes and essential skills needed for fundraising success.

Topics Included

  • The best ways to find donors and encourage major and planned gifts in the current economic environment.
  • Noncash gift vehicles, including donor advised funds.
  • A deeper dive into tax laws and potential changes on the horizon.

Who Should Attend

  • Those who have attended Planned Giving #101 and #201.
  • Experienced gift planners.
  • Board members who could benefit from understanding the long-term potential of planned gift revenue.
  • Members of a planned giving advisory committee.

What You’ll Learn

  • How to influence noncash gifts and gifts from donor advised funds.
  • How to listen for clues to help a donor determine which giving options may be the best fit.
  • How donor advised funds work and how to incorporate them into your major and planned giving communications strategy.

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 301 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