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 Sharpe Virtual Academy: Planned Giving #301—Growing Your Planned Giving Pipeline seminar is applicable for 4 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Registration Form