1288 Valley Forge Rd. Building 82
(800) 490-7090

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

*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

Retained Life Estates Video
$195.00 / year and a $450.00 sign-up fee
Productivity & Time Management – Recording
Planned Giving Micro Site
$495.00 for 1 year and a $100.00 sign-up fee
Ultimate Quick Reference Planned Giving Pocket Guide
Planned Giving Pocket Guide for Fundraisers
Ask questions on secure act - session for fundraisers
SECURE Act Q&A – Recording
What is Planned Giving Video
how planned gifts work
How Planned Gifts Work
From: $95.00
Real Estate Donations: 47 Critical Questions (PDF Version)
From: $24.95
Appreciated Securities Video
$225.00 / year and a $995.00 sign-up fee
Productive Planned Giving Calls in Tough Times (Free) – Recording
Life Insurance – New Policy Video
$225.00 / year and a $995.00 sign-up fee
Money! Money! Money! – Recording

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.