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. 
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Planned Giving Pocket Guide for Beginners
Pocket Guide for Beginners and Staff
Planned Giving Calculators
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Gift From Your Will or Estate, Bequest Video
$225.00 / year and a $995.00 sign-up fee
CARES Act. DAFs. Tax Reform.
Webinar Looking a gift horse in the mouth
Looking a Gift Horse in the Mouth – Recording
Gift Plan Specification Sheets
Gift Plan “Sell” Sheets (download)
Planned Giving Pocket Guide for Board Members
Pocket Guide for Board, Volunteers, and Philanthropists
how planned gifts work
How Planned Gifts Work – Recording
From: $95.00
Lead Trust Video
$225.00 / year and a $995.00 sign-up fee
CGAs: Is the Bottom Falling Out of the Market?
Philanthropy and Tax Reform – Recording
How to Market Planned Gifts: Effective Strategies – 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.