Planned Giving: Getting the Proper Start

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

October 23, 2017October 25, 2017$1,295Register
March 19, 2018March 21, 2018$1,295Register
April 2, 2018May 11, 2018$1,345Register
May 7, 2018May 9, 2018$1,295Register
August 6, 2018September 14, 2018$1,345Registration opening soon.
September 5, 2018September 7, 2018$1,295Registration opening soon.
October 22, 2018October 24, 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