Sharpe Group Charitable Giving SUMMIT

January 13-15, 2025
Orlando, FL

Overview

Explore the essential components of a successful gift planning program, the potential of gifts by generations, a comprehensive examination of gift planning tools and an explanation of the tax considerations of gifts of simple and complex assets. Practice philanthropic strategies and acquire fundraising tactics for success.

What You’ll Learn

Led by industry experts over three days, you’ll learn wholistic gift planning techniques, the intricacies of gift and estate planning tools and the tax considerations of giving. We will explore noncash gift strategies, real-life gift scenarios through case studies, communication ideas for various audiences in multiple mediums, an economic and legislative update and more.

Who Should Attend

This seminar is designed for those who would like to learn proven tactics for approaching donors throughout their life cycle and how various gift plans can result in larger gifts now and in the future. Perfect for those who have attended Sharpe’s Virtual Academy and 2-day seminars and are seeking a well-rounded view of managing a successful gift planning program and raising large gifts. Board members and senior management who attend will gain a greater understanding of the function of planned and major gift development as they relate to overall fundraising.

View the Agenda

Pricing

Special Sharpe Client Rate
  • $1,295 for clients who are contracted to send at least two newsletters a year.
  • Reach out to info@sharpegroup.org. Once your status is confirmed, we will send you a special payment link.
Early Bird Rate
  • $1395 through December 13, 2024
Standard Rate
  • $1495 after December 13, 2024

Hotel Information

Hilton Orlando Buena Vista Palace
1900 E Buena Vista Drive
Lake Buena Vista, FL 32830-2206
$229/night (until Dec. 13, 2024)
To register, call 407-827-2727 or visit the website.

CFRE logo

Full participation in the Sharpe Charitable Giving SUMMIT is applicable for 18 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Registration Form