Planned Giving: Building an Effective Program

Unlock the potential of planned giving to significantly enhance your organization’s fundraising efforts. This comprehensive course is designed to equip participants with the knowledge and tools needed to develop and grow a successful planned giving program. Key topics include advanced and integrated marketing strategies, planned gift administration, donor recognition, and developing a comprehensive planned gift plan. Participants will also learn how to identify potential donors, cultivate relationships, and navigate legal and ethical considerations. Register now and bring a colleague with you!

This course is designed for one fundraiser and one team member from an organization to attend together. The team member should be the CEO, Executive Director, finance team member, board member, or other member of the leadership team.

Certificates: Planned Giving Management

Important Registration Instructions

With each fundraiser staff member registration, a complimentary team member registration is included. The registration form will have space for you to enter your team member’s information. The team member should be the CEO, Executive Director, finance team member, board member, or other member of the leadership team.

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. 

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.

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: Building an Effective Program 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 the combination of "Planned Giving: Getting the Proper Start" and "Planned Giving: Beyond the Basics"  when teaching this course.