Acquire the necessary skills to expand and nurture existing relationships with your donors. Learn how to determine a donor’s passion for their mission and connect their fundraising objectives to the donor’s goals, thus closing more gifts sooner.

 

Watch a video
about our Relationship Building Workshop.

Whether planned giving is one of your many responsibilities, you are new to the field or you have recently assumed responsibility for a planned giving program, this two-day seminar will hone your marketing and technical expertise, enabling you to keep your program headed in the right direction and close more gifts.

• Discovering the Secret Giver (60 minutes)
• Maximize Your Message With Mutlichannel Marketing (60 minutes)
• Using the Internet to Market Planned Gifts (45–75 minutes)
• Building Donor Relationships: It's a Process, Not an Event (60 minutes–2.5 hours) 

• Ethical Issues in Planned Giving, Part I or Part II* (60–75 minutes each)
• Hot Topics in Planned Giving* (60–90 minutes)
• Help! My Board Wants to Start a CGA Program—Where Do I Start? (60 minutes)
• Charitable Planning Strategies That Really Work* (75 minutes)
• 10 Charitable Planning Mistakes to Avoid* (60–90 minutes) 
• 2009 Charitable Giving Tax Law Update* (60 minutes)
• Year-End Giving Strategies (45–60 minutes)
• What Gift Planners Need to Know About Commercial Annuities
• Moving Beyond Securities to Fund CGAs and Into the Fun Stuff!* (60–75 minutes)
• The Seven Commandments of Planned Giving* (60 minutes)
• Starting a Planned Giving Program in 3 Easy Steps (60 minutes)
• Planning Strategies with Tax-Heavy Gifts (IRAs, etc.) (60 minutes)
• Self-Auditing Your Planned Giving Program: Is Your Program Positioned for Success? (90 minutes–2 hours)
• The Basics of Planned Gifts (2 hours)
• Planned Giving Made Easy (3 hours)
• Retirement Planning Strategies Using NIMCRUTS* (60 minutes)
• 10 Pitfalls to Avoid When Combining Insurance With Planned Gifts* (60–90 minutes)
• The Many Species of Professional Advisors (60 minutes) 

*Appropriate for professional advisors

 

CLE Programs for Professional Advisors

• Planned Giving and Ethics (3 hours, including 1 hour of ethics credit)
• Charitable Gift Planning (3 hours, including 1 hour of ethics credit)

• Giving From the Heart (60–90 minutes)
• How to Enhance and Protect Your Wealth (for women) (60 minutes)

• Introduction to Planned Giving for Board Members (1 or 2 hours)
• Planned Giving for the Board of Directors (8 hours)