Planned Giving Strategies

Overview

Planned giving is a glaring blind spot in many nonprofit fundraisers’ vision for their fundraising efforts. It’s all too easy to fixate on obtaining gifts now and let the long-term worry about itself—but taking this easy road imperils your organization’s future financial stability.

What You’ll Learn

  • The best types of planned gift
  • How to identify and approach your best planned giving prospects
  • How to talk to donors about planned gifts
  • Common myths about planned giving

Register

FAQ

What is included in my registration?

Registration starts with a seat in the master class, but doesn’t end there. In addition to attending the master class, you will receive:

  • training materials on the master class topic for future reference,
  • the best essays and practicalities on the master class topic from Philanthropy Daily,
  • and a 30-minute one-on-one consultation with an American Philanthropic consultant at a time of your choosing following each master class.
How much does each session cost?

All masterclasses are $250. A bundle of five classes is available for $1,000. Purchased class bundles are transferable within your organization, but only one person can participate in a class per registration.

How many people will be in the class?

Each class will have no more than 20 participants. We want to keep the classes as intimate as possible to allow time for plenty of discussion and Q&A.

How will the class be conducted?

The class will be conducted over video conference. Participants will receive a private link and password to join the video conference prior to the master class.

Who is the ideal participant?

The ideal participant is a nonprofit development leader with several years of fundraising experience. While most master classes include some background introductory material on the given subject, they assume a basic level of familiarity with the subject at hand and are designed to help those seeking to further develop their skills.

Do current clients receive a discount?

Yes. If you’re a current client, please contact us for a special discount code.

Will participants receive CFRE credit for participating?

No! We would post our reasoning here, but it’s lengthy. Feel free to ask—but do so at your own risk!

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