Planned Giving: Getting the Proper Start

New pricing beginning July 1, 2017.
Maximize your fundraising by asking for planned gifts. Learn how to communicate with donors about their wealth and their financial assets – not just their cash – and how a planned gift can provide them with current income, an inheritance for their heirs and a legacy through your charitable organization.


When and where

August 21, 2017September 29, 2017$1,345Effective July 1: $1,345Register
September 11, 2017September 13, 2017$1,285Effective July 1: $1,295Register
October 23, 2017October 25, 2017$1,285Effective July 1: $1,295Register
March 19, 2018March 21, 2018$1,295Registration opening soon.
April 2, 2018May 11, 2018$1,345Registration opening soon.
May 7, 2018May 9, 2018$1,295Registration opening soon.

IMPORTANT REGISTRATION NOTE: Tuition payment is due before the class begins and may be paid by credit card, check, or purchase order. All cancellations and transfers are subject to an administrative fee of $275.

The Fund Raising School and its faculty assume a baseline knowledge of the concepts and terminology from “Principles & Techniques of Fundraising” in teaching this course.

You’ll learn how to

  • Determine if your organization is ready for a planned giving program
  • Understand the benefits to donors for making planned gifts
  • Recognize which planned gifts are best for certain donor situations
  • Match donor needs to your nonprofit’s needs
  • Understand appreciated property, deposit agreements, wills and bequests, insurance, and charitable lead trusts

What you’ll receive

  • Easy-to-understand study guide as a handy reference
  • IRS information
  • How to start and market a new program
  • Sample forms and documents that can be applied to your program
  • Planned gift development bibliography

Class schedule (in-person)

  • Day 1: 8:30 a.m.–5 p.m.
  • Day 2: 8:30 a.m.–5 p.m.
  • Day 3: 8:30 a.m.–5 p.m.
View the agenda

Class schedule (online)

The online course is six weeks in length.

Discover the online environment View the online agenda

CEUs/CFRE Education Points

  • 2.0 Continuing Education Units (CEUs)
  • 20.25 CFRE Education Points