Sharpe Virtual Academy
Planned Giving #101—An Introduction to Planned Giving
There are currently no additional dates planned for 2023. Please check back for new dates.
Overview
This two-day virtual seminar condenses our popular in-person seminar into four hours of concise content for fundraisers new to gift planning or experienced gift planners looking for a refresher or CFRE credit. This seminar provides an overview of the best ways to encourage planned gifts in today’s environment. Beginning with an examination of the lifecycle of typical donors and personal priorities at different stages in life, the seminar emphasizes how effective gift planning and current giving can help donors make larger gifts today as well as plan for future gifts through bequests, trusts, gift annuities and other popular gift planning techniques.
Who Should Attend
- Fundraisers new to gift planning.
- Experienced gift planners looking for a refresher or CFRE credit.
- Board members and organization leaders.
- Members of planned giving advisory committees.
What You’ll Learn
- A basic understanding of planned giving.
- How proper gift planning can lead to larger gifts now and in the future.
- The basics of the most popular planned gift techniques.
- The lifecycle of a typical donor and personal priorities at different stages in life.
- The keys to effective communications with prospective planned giving donors.
Planned Giving #102—Structuring Blended Gifts
There are currently no additional dates planned for 2023. Please check back for new dates.
Overview
This seminar explains how carefully structured combinations of current and deferred gifts can make it feasible for those balancing multiple financial priorities to make larger gifts than they thought possible in light of personal, economic and health concerns.
Who Should Attend
- Fundraisers new to gift planning.
- Experienced gift planners looking for a refresher or CFRE credit.
- Board members and organization leaders.
- Members of planned giving advisory committees.
What You’ll Learn
- Ways carefully structured combinations of current and deferred gifts can help donors make major gifts.
- How donors can accelerate previous bequest commitments while making valuable gifts that help meet personal needs and result in current tax savings.
- How to work with donors and advisors in ways that help complete gifts and build lasting and mutually beneficial relationships.
Planned Giving #103—Integrating Major and Planned Gifts
- $295 for the first registrant from an organization.
- $145 for additional team members from the same organization.
Multiple Seminar Discount:
- $145 for each seminar registration after the first from a single registrant.
Overview
Successful fundraising strategies have become increasingly formulated on the age and wealth of donors, rather than the size, timing and use of gifts. This seminar is designed to benefit those responsible for major gifts, planned gifts or both.
Who Should Attend
- Experienced gift planners.
- Board members and organization leaders.
- Members of planned giving advisory committees.
What You’ll Learn
- How to influence larger gifts using tools that produce the most funds in the shortest period of time.
- How to work with older donors who are considering the largest gifts of their lifetimes.
- How to accelerate the benefits from existing bequests and other planned gifts.
- How to listen for clues to help a donor determine which giving option may be the best fit for a major current or deferred gift.