10 WeeK

Planned Giving Certification

When uncertainty rattles the markets, it’s more important than ever to make planned giving an integral pillar that sustains your organization and helps you to weather the storm.

Learn From the Best

Take a Big Step Towards Your Goals

Help save the world, impress your boss, level up your career, and make the board happy, too: Introducing our new, fully comprehensive Planned Giving Certification program. We’ve included everything from soup to nuts, and we’ve thrown in a few extras, too.

We’re not just covering gifts, we’re covering the whole planned giving experience. From donor relations to conversations with the board; storytelling to social media, we’ve wrapped it all up in one big, CFRE-approved series of invaluable classes. We’ve even stuffed in extras, like interpersonal skills/sales, marketing techniques, and a two-part tax primer for fundraisers. These are all invaluable skills that transcend giving “silos” and can help you (and your nonprofit) as you navigate your career in philanthropy.

In short, this course is a permanent investment in your vocation — not to mention your nonprofit’s success.

And since so many donors today are keeping a close eye on their wallets, we’ve placed a special focus on helping you to reach those prospects who may feel too stretched to give an annual or one-time gift right now, but are more receptive to give by other means. The whole idea of “make a gift with no impact on your day-to-day cash flow” has become more attractive than ever.


January 8, 2025

Classes begin Wednesday, January 8, 2025. See below for specific session dates and information.

Certificate of Completion

10 Live Sessions

If you miss a session, recordings will be available for 12 months.

  • What is Planned Giving — And Why Is It So Important?

    Legacy giving by the numbers – and why it’s such an important area for nonprofits over the next decade. Where did planned giving originate? Where is it going? A look at the history and progression of the field.

  • Stewardship Best Practices

    JANUARY 15
    Proper care and feeding of your donor will lead to more and larger gifts.

  • Initiating Legacy Conversations

    JANUARY 22
    How you initiate legacy conversations and close gifts.

  • Choosing Your Donor / Donor Profiles

    JANUARY 29
    Who are your best planned giving prospects? Which gifts pair well with which types of donors? We’ll show you how to create and organize your database.

  • Taxation and Benefits

    How do taxes relate to planned gifts? What’s on the Horizon.

  • The Simple Gifts

    How do taxes relate to planned gifts? What’s on the Horizon.

  • Complex Gifts and More

    Planned giving is built on relationships—and so are complex gifts.

  • Blended Gifts

    If you’re ignoring blended gifts, you’re losing financial support and donor engagement.

  • Life Income Gifts

    "Gifts that pay you back? What's not to like." These gifts both bring in the money and help market your program at the same time.

  • Marketing

    MARCH 5
    Planned gifts can get complicated, but marketing them shouldn't be. Standard marketing principles are covered, as well as simple ins and outs from industry experts.

Registration closed. Launching soon.

10 Electives

  • Charitable gift annuities (two parts)
  • Charitable remainder trusts (two parts)
  • Charitable lead trusts
  • Retained life estates
  • Life insurance gifts
  • Tax Primer for fundraisers (two parts)
  • Marketing (mailings, emails and more)
  • Sales (interpersonal skills)

The electives are optional and depend on your areas of focus. We suggest taking them all and repeating the ones that interest you the most. You can visit our recordings as often as you wish for up to 12 months.

Electives are pre-recorded.

CFRE Credit

10 Live Sessions = 1 CFRE Credit Each

You must complete all sessions in order to receive our Planned Giving Certification.

10 Electives = 1 CFRE Credit Each

Certificate of Completion


A personalized certificate will be emailed. A hard copy on parchment paper is available for $45.




Institutional Discounts

For group discounts please contact us:


Make an investment in success today. This is the most comprehensive planned giving course available anywhere. Our expert instructors have helped raise millions of dollars over their collective careers, and they are truly among the very best in their respective industries. You’ll be surprised at how quickly you learn more than you ever thought possible about not just planned giving, but fundraising, philanthropy, and human relations. We look forward to seeing you in class.