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A Special Sharpe Group SUMMIT Webinar:
Developing a “Wholistic” Approach to Philanthropy

Wednesday, May 22 | 11:00 a.m. – 12:00 p.m. EDT | Cost: $49

Beginning with insights into why planned giving is more important than ever, you’ll learn a “wholistic” strategy for creating and sustaining a successful gift planning program. Barlow and Joe will touch on current trends of the Great Wealth Transfer and how this environment is particularly ripe for planned and major gifts. Included is a brief review of the Charitable Gift Planners (CGP) standards and metrics and how they can be used strategically to enhance your program.

Presenters

 

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