FREE

Planned Giving Boot Camp

Refresher for Alumni

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

Come Back. Get Refreshed. Reclaim Your Edge

You’ve already taken the Boot Camp. You know what it’s about.

And while not everything has changed, some things have—enough to make a second round not just worthwhile, but smart.

Plus, it’s free.

No catch. Just your chance to sharpen what works—and strengthen your position in the field.

Why Rejoin?

Because planned giving builds trust and authority—and you want to stay sharp.
Because a refresher helps you see with fresh eyes what may have faded in practice.
Because we’ve added subtle but smart updates to reflect what’s working now.
And because this session can remind you why your work matters—and how to do it even better.

This is about momentum, clarity, and staying relevant.

What You’ll Gain

A no-fluff review of core principles and tools
Small updates with big impact
Renewed clarity and confidence in your fundraising
A professional edge—because donors trust experts in planned giving
A career advantage—because those who master this stuff rise faster

Your Seat Is Waiting (Alumni Only)

Click here to choose your session. We’ll confirm and get you set up.

Notice

This is a private offer for returning alumni. We don’t advertise it. Just show up, sharpen up, and leave stronger.

2025 Summer Schedule

All Tuesdays
1 PM — 2:30 PM

June 10, 17, 24
July 1

Chronicle of Philanthropy: Planned Giving Is Having a Moment

Session 1

Planned and Blended Gifts

It’s good for your organization.
It’s good for your career.
Money? Here are some numbers.
Surprise… It goes far beyond money.
Every planned gift is a major gift.

By the numbers: facts, figures & stats. Why it’s such an important area for nonprofits over the next decade.

Session 2

How Planned Gifts Work

Beneficiary Designations
Life Income Gifts
Gifts that Protect Assets
Blended Gifts
A Few Exotic Gifts

100 Mile-High Overview of the most popular planned gifts.

Know your basics!

Session 3

Initiating Legacy Conversations

Mindsets, motivations, aspirations.
Who to target.
Life events trigger special dialogues.
“Legacy Opener” (critical).
Greatest hurdles to a legacy conversation.
How to close on a gift.
How to solidify a gift once confirmed.

Do you have trouble talking to donors? Do you clam up? Learn to find the clues, begin the dialogue, and close the deal.

Q&A

Bonus Session: Ask Away

An interactive and engaging question and answer session with Jonathan Gudema and Viken Mikaelian will close the event.

Relationships
Strategy
Technical

Popular
Opinions and Give and Take
Marketing

Popular

Free forum. Prepare your questions in advance or just listen to what others are asking.

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.