Sharpe Group Charitable Giving SUMMIT

January 12-15, 2026
Orlando, FL

Overview

Our annual SUMMIT is a comprehensive, interactive training event for nonprofit fundraisers, featuring both the need-to-know planned giving basics as well as hot-button issues. This four-day event equips planned giving officers with strategies and tactics to build a successful planned giving program. In addition to the in-person option, the SUMMIT will also be available for attendees to join online.

Topics Include:

  • đźš© New!  | Optional half-day “ABCs” of planned giving for those new to the field or veterans wanting a refresher on the basics.
  • Gift planning tools from the fundamental to the complex.
  • Identifying planned giving prospects and how to mine your donor data.
  • Recent and ongoing tax law changes.
  • Best practices for capital and comprehensive campaigns.
  • đźš© New!  | Optional half-day for individual coaching with Sharpe consultants, including tips for how to best communicate with your board.
  • Case studies based on real-life issues, including solutions.

Who Should Attend

  • Planned giving officers of all levels of experience.
  • Additional fundraising team members, board members or leadership who would benefit from a deeper understanding of planned giving.

What You’ll Learn

  • Who are your best planned giving prospects for larger gifts now and in the future?
  • How gifts planned over the next 20 years can be structured to benefit both your organization and the donor.
  • How to ask for major, planned and blended gifts, featuring case studies and role-playing.

Pricing

  • $1,295 per person for in-person attendance.
  • $1,095 per person attending virtually (use the promotion code SUMVIRT26).

 

Full participation in the 2026 Sharpe Charitable Giving SUMMIT is applicable for up to 24 (21 for online attendees) points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Location

Hilton Orlando Buena Vista Palace – Disney Springs Resort Area
1900 E. Buena Vista Drive
Lake Buena Vista, FL 32830
Group room rate available through Dec. 12, 2025: $249 per night.
Reserve your room by calling 407-827-2727 or visit the website.

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Special Walt Disney World Theme Park Benefits for Attendees:

To purchase specially priced Walt Disney World® Meeting/Convention Theme Park tickets CLICK HERE or call 407-566-5600 and provide group code G10123439.

Whether it’s your first visit or your 100th, we recommend reviewing the Walt Disney World® Resort Experience Updates.

Registration Form