CFRE Credits

Viken Mikaelian, CEO, PlannedGiving.Com

Did you know that the sessions you attended on Tuesday, October 9th were CFRE approved? Download this form, fill it out, and then report it to CFRE. Do it now before you forget!

The sessions on October 10th can not be submitted for approval.

Here’s more information at CFRE. And here’s the program booklet again for your reference.

And finally, here are some nice photos of the event.*

See you next year!

Viken Mikaelian, CEO
PlannedGiving.Com

*Photography by Rogelio Gonzalez. Perfect for the small nonprofit as he is very affordable. King of Prussia area.

2020 Planned Giving Pocket Guide (includes a mini Gift Comparison Chart)
This is not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. 
Over 4,000 satisfied fundraisers have purchased this booklet.

Available in three versions:

  • Professional Fundraiser
  • Board
  • Volunteer

Remainder Annuity Trust Video
$195.00 / year and a $450.00 sign-up fee
Gift Annuities: How they Work. How to Market.
$95.00
Tax Reform / Real World Actions to Take – Recording
$97.00
Gift Plan “Sell” Sheets (Customized)
$1,445.00
Planned Giving Overview – Recording
$97.00
The Secure Act - It's a Game Changer
Secure Gifts With the SECURE Act – Recording
$95.00
Remainder Unitrusts Video
$195.00 / year and a $450.00 sign-up fee
client hour
Client Hour (Free) – Recording
$97.00
Real Estate Donations: 47 Critical Questions
$97.00
All Gift Plan Videos
$995.00 / year and a $1,995.00 sign-up fee
Blended Gifts: The Double Ask
$95.00
Retained Life Estates Video
$195.00 / year and a $450.00 sign-up fee

When you’re “selling” planned gifts, you are in the people business. Leave technical details to lawyers who know the tax laws well to do the final papers. If you use an attorney for marketing and communications, you will loose the prospect.

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