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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.
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.
Classes begin Wednesday, January 8, 2025. See below for specific session dates and information.
If you miss a session, recordings will be available for 12 months.
What is Planned Giving — And Why Is It So Important?
JANUARY 8
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
FEBRUARY 5
How do taxes relate to planned gifts? What’s on the Horizon.
The Simple Gifts
JANUARY 8
How do taxes relate to planned gifts? What’s on the Horizon.
Life Income Gifts
FEBRUARY 26
"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.
Complex Gifts and More
FEBRUARY 12
Planned giving is built on relationships—and so are complex gifts.
Blended Gifts
FEBRUARY 19
If you’re ignoring blended gifts, you’re losing financial support and donor engagement.
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.
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.
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
Certification
A personalized certificate will be emailed. A hard copy on parchment paper is available for $45.
Individual
$1,995
Institutional Discounts
For group discounts please contact us:
800-490-7090
success@majorgifts.com
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.
800.490-7090
484.680.7800 local
Succeed@MajorGifts.com
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