Planned Giving #301
Growing Your Planned Giving Pipeline
June 25-26, 2025
Successful fundraising strategies have become increasingly influenced by the age and wealth of donors rather than the size, timing and use of gifts. For those responsible for major gifts, planned gifts or both, it is all the more important to understand the blended gift strategy when working with donors. This Academy will offer valuable insights for working with those most likely to make current and deferred major gifts and how to help them structure their gifts in ways that benefit everyone involved.
Topics Included
- The importance of planned giving and the best ways to encourage major and planned gifts in today’s economic and tax-law environment.
- • How effective gift planning along with current giving can help donors make meaningful gifts today as well as plan for large future gifts through bequests, trusts, gift annuities and other popular gift planning techniques.
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 opportunities from planned gifts.
- Members of a planned giving advisory committee.
What You’ll Learn
- How to encourage gifts of noncash assets and donor advised funds.
- A deeper dive into tax laws and how to listen for clues to help a donor determine which giving option may be the best fit for either a major current or deferred gift.
Pricing
Standard Rate
- $295 for the first registrant from an organization.
- $145 for the additional team members from the same organization. Use code “ACADEMY2025” when checking out.
Registration Form