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SUCCEED IN MAJOR GIFTS

Primers & Webinars Learn, Prosper & join the top 1%.

Solid programs for your career and your organization.

Upcoming Events

One Big Beautiful Bill—Get a Head Start

July 24, 2025

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Major Gifts Boot Camp

Begins July 9, 2025

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Planned Giving Boot Camp for MGOs

Recording

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Non-Cash Assets: Opportunity and Reward

TBD

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Past Events

Capitalize on Make-A-Will Month. Now.

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Double the Impact: Pairing Planned Giving with Capital Campaigns

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Turning Recurring Donors Into Planned Givers (Free Webinar)

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New Administration: How Nonprofits can Survive and Thrive

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Fundraising for Nonprofit Board Members

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4 Ways to Supercharge Your Online Fundraising

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Donor Relations the Disney Way

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Planned Giving Office Hour

Recording

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How to Find New Prospects to Fill Your Major Donor Pipeline

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Planned Giving to Join the Top 1%

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Estate Planning for Women. Here's Why It's Different.

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Webinar

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Is the Great Wealth Transfer Really Here?

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Webinar

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Avoiding Estate Plan Family Feuds and Other Disasters

Recording

Webinar

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Future Topics

  • Donor Communications Masterclass: How to Cultivate and Engage Donors via Snail Mail, E-Mail, and More…
  • How to Build an Online Fundraising System for Your Nonprofit
  • How to Supercharge Your Email Fundraising to Raise More than Ever Before
  • How to Write a Supercharged Fundraising Plan for Your Nonprofit
  • How to Write a Compelling Case for Support for Your Nonprofit
  • The Leadership Masterclass: How to Become the Leader Your Nonprofit Needs to Succeed
  • How to Find a Steady Stream of New Donors for Your Nonprofit
  • The Art of the Ask: How to Ask Donors to Make a Gift In-Person, on the Phone, or via Letter or E-Mail

Planned giving and major gifts go hand-in-hand.

Some planned gifts can also be major gifts, and some major gifts will inspire planned gifts. Planned giving research is also a great way to identify potential major donors.

Credits

Most courses (and some webinars) qualify for CFRE credits.

Certificate

Certificate of completion awarded to each attendee.

Take Home

Various take-home materials with each program.

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Resources

Planned Giving Pocket Guide

Pocket Guide

For professional Gift Planners

Planned Giving Boot Camp Logo

Planned Giving Boot Camp

3 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years.

Success List

Human face depicting IQ

Major Gifts I.Q.

You’ll need 88% to pass!
Giving Tomorrow Magazine Cover - Pazit Levitan

Giving Tomorrow

Every planned gift is a major gift. Get educated today.

About

Resources

Human face depicting IQ

Major Gifts I.Q.

You’ll need 88% to pass!

Resources

Giving Tomorrow Magazine Cover - Pazit Levitan

Giving Tomorrow

Every planned gift is a major gift. Get educated today.