Sharpe Virtual Academy

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Academy General Description

The Sharpe Virtual Academy provides a budget-friendly way to learn more about gift planning without leaving your office. The content provides a “light” version of our more comprehensive in-person seminars.

The Academy has three courses comprised of four educational sessions presented over two days. They are designed to build upon one another beginning with Planned Giving #101. Planned Giving #201 and Planned Giving #301 offer increasingly advanced lessons.

Registration is $295 for each Academy course (with discounts available for attending multiple courses), and recordings are available to registrants for 30 days after the presentation.

Each Virtual Academy course provides four CFRE Hours. Those completing all three (for a total of 12 CFRE Hours) will receive a Sharpe Virtual Gift Planning Academy Certificate.

February 19-20, 2025

Planned Giving #101

The Fundamentals of Effective Gift Planning

The first course in the Academy presents the basics of major and planned giving and is designed for fundraisers new to gift planning or experienced gift planners interested in a refresher.

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April 23-24, 2025

Planned Giving #201

Executing Your Planned Giving Strategy

The intermediate course in the Academy goes beyond the basics to outline some of the essential tools and skills needed for success, including structuring blended gifts, donor data segmentation and marketing.

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June 25-26, 2025

Planned Giving #301

Growing Your Planned Giving Pipeline

Building on PG #201, the final course offers a deeper dive into noncash gifts, donor advised funds, tax implications and more.

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