Day 1: Directors and generalists who have responsibility for both major and planned gifts or those who may want to implement a planned gift program; major gift officers who want to be able to initiate planned gifts; and planned gift officers who are interested in developing collaborative relationships with major gift officers.
Day 2-3: The second two days of the seminar are for those who specialize, or plan to specialize, in planned giving. The seminar will provide a good foundation for handling a variety of planned gifts and for operating a planned giving program.
City and Date TBD
For beginning- to intermediate-level gift planners
Register until April 15 |
Register until May 15 |
Register until June 15 |
Register after June 15 |
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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
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Claudine A. Donikian, JD, MBA |
|
Joe Bull, JD |
|
Frank Minton, PhD |
|
Lynn Malzone Ierardi, JD |
Additional Guest Speakers to Be Announced
"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."