- 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
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.
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.