Planned Giving Training and Primers

female fundraiser: Educate Your Team, Inspire Bigger Gifts, Grow Your Career

Intended Audience

Major Gifts Officers
Annual Giving Officers
Seasoned professionals who want to brush up
Any team player who has an interest in planned giving
Recommended for CEOs and CFOs

5-Session Program

One-day program or can be split over two days.

SESSION 1: General overview of giving vehicles
SESSION 2: Q&A on giving vehicles
SESSION 3: Identifying your donors
SESSION 4: The first visit and conversation starters
SESSION 5: Marketing to your audience

What Your Peers Are Saying

A great way to jumpstart your career.
Informative and witty!
To say my boss was impressed is an understatement.
A much-needed wake-up call.
You guys hit it out of the park!
This was not the same old, same old.
The best speakers I have heard.
Very current and up-to-date. Thank you.
Pertinent and immediately useful.

I thought everyone would fall asleep during a planned giving presentation right after lunch. On the contrary… Viken Mikaelian and Meredith Sossman kept our audience alive where one participant actually complained that the session (2 hours) was too short! In fact, they kept them overtime. Our thanks to you {Viken} and Meredith very, very much.

Cindy Leonard
Acts Legacy Foundation
West Point, PA 19486

Informative and witty.

To say my boss was impressed is an understatement.

A much-needed wake-up call.

You guys hit it out of the park.

This was not the same old, same old.

The best speakers I have heard. Pertinent and immediately useful.

We could use them for another entire day.

Location: Online

GoToWebinar is our platform. In-person workshops temporarily suspended due to COVID-19.

Future locations can include your premises (travel fees may apply) or at the boardroom at Valley Forge Sheraton Convention Center. Lunch, coffee, and happy hour is on us in Valley Forge.