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Lilly Family School of Philanthropy

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  • Planned Giving: Beyond the Basics

Planned Giving: Beyond the Basics

Develop the knowledge and tools needed to grow a successful planned giving program. This course covers both technical and strategic aspects of planned giving. Learn about complex assets, deferred and life income gifts, CLTs, DAFs, and Private Foundations, and apply this knowledge through advanced case studies and practical applications.

Certificates: Planned Giving Management

Course Dates
LocationDatesCostRegister
Online (Asynchronous)March 02, 2026 - March 29, 2026$1,345.00Register
ChicagoMay 07, 2026 - May 08, 2026$1,295.00Register
Virtual (Live)May 20, 2026 - June 10, 2026$1,295.00

Four Wednesday's from 2p-5p ET

Register

Course Details

Please review the attendance policy and cancellation/transfer policy before registering.

Schedule

In-person

The in-person class is two days in length.

Day 1: 8:30 a.m.–5 p.m.
Day 2: 8:30 a.m.–5 p.m. 

Online (Asynchronous) Schedule

The asynchronous online course is four weeks in length.

Each week you’ll have a course module to complete. Each module consists of:

  • readings from a PDF study guide
  • viewing a pre-recorded narrated presentation
  • completing a 10-question quiz where you must score a 7 or higher
  • engaging in forum discussions with others
  • and submitting assignments.

More details about the online format and requirements may be viewed here.

Virtual (Live) Schedule

The live, virtual class is held over four sessions from 2pm to 5pm Eastern and hosted using the Zoom platform. More details about the virtual format and requirements may be viewed here.

The May 20-June 10, 2026 virtual course will be held on the following dates:
Wednesday, May 20, 2026
Wednesday, May 27, 2026
Wednesday, June 3, 2026
Wednesday, June 10, 2026

CFRE Education Points

Full participation in many of The Fund Raising School’s courses fulfill education point requirements for Category 1.B-Education of the CFRE International application for initial certification and/or recertification.

Planned Giving: Beyond the Basics qualifies for 13.5 CFRE Education Points/Hours.

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

The Fund Raising School assumes a baseline knowledge of the concepts and terminology from “Principles & Techniques of Fundraising” or "Planned Giving: Getting the Proper Start" when teaching this course.

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