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.
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.
Registration Form