Planned Giving Seminar

Planned Giving Seminar

Day 1
How You Can Initiate Planned Gift Discussions

  • Demystifying planned giving
  • Comparison of planned and major gifts and how the process for completing them differs
  • How to recognize signals indicating an interest in a planned gift
  • How to talk to people about legacy gifts
  • How to integrate planned giving in a capital campaign
  • How major and planned giving officers can work together
  • Creating policies that stimulate collaboration

Days 2 & 3
Actual Process of Gift Planning

  • Giving the right asset
  • For the right purpose
  • At the right time
  • In the right way
  • With proper administration and stewardship
  • And reaching donors through innovative marketing

Who should attend:

Days 1-3: Individuals who spend part or all of their time in planned giving and have been in the field for five years or less - and who want to become more effective in securing both future and current gifts using a variety of assets and gift plans - should attend the entire three-day seminar.

Day 1 only: Major gift officers and also development directors who are responsible for both major and planned gifts may attend the first day only.

SAMPLE SCHEDULE & TOPICS ยป

Seminar Pricing

For beginning- to intermediate-level gift planners

Register before
April 15
Register before
May 15
Register before
June 15
Register after
June 15
Non-Client $695* $745* $795* $845*
Client $595* $645* $695* $745*
Day 1 Only $295** $345** $395** $445**

*$100 discount for each additional registrant from same organization
**$50 discount for each additional registrant from same organization

Instructors for the 2018 Pentera Planned Giving Seminar

Claudine A. Donikian, JD, MBA

Claudine A. Donikian, JD, MBA
President/CEO & CMO
Pentera, Inc.

Joe Bull, JD

Joe Bull, JD
Executive Director of Gift Planning
Carnegie Mellon University

Frank Minton

Frank Minton, PhD
Principal
Frank Minton Consulting LLC

Additional Guest Speakers to Be Announced Soon

Pentera seminars are considered the best in the profession.

"All of the speakers were engaging, dynamic, and humorous. They were obviously completely knowledgeable in all aspects of the field but were able to present the information on a level that was relatively easy to digest, even for someone new to planned giving."

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