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

Training and Primers

Educate Your Team. Inspire Bigger Gifts.

Do you want to attract more donors? Do you want a fun, informative and educational day in beautiful Valley Forge, PA?

Then the Perfect Planned Giving Primer is just what you need. It’s an intensive, one-day training session that’s perfect for any fundraising executive — from beginner to seasoned professional — who’s ready to see their program (and their career) grow. There’s even an optional hour for your CEO and CFO.

Designed to accommodate a team of 5 to 15, the Perfect Planned Giving Primer puts the “fun” back in fundraising.

Includes:

  • Topics like “How to Start the Conversation,” “Understanding How New Tax Laws Affect Philanthropy,” and “How Planned Gifts Work.”
  • All handouts & booklets
  • A 5- to 6-hour interactive presentation that is tailored to your needs with flexible scheduling.
  • CFRE Credits
  • Delicious lunch with beverages
  • Coffee and light snacks throughout the day

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.

Depending on topic, your presenters include two of the following individuals:

  • Meredith Sossman, Esq., CFRE
  • Stuart Sullivan, CFRE
  • Dr. Scott Janney, CFRE
  • Jonathan Gudema, Esq.
  • Viken Mikaelian, CEO, PlannedGiving.Com

Please inquire for details.

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

Valley Forge Sheraton Conference Center - Planned Giving Primers

The Valley Forge Sheraton Conference Center
480 North Gulph Road
King of Prussia, PA 19406

A clean, convenient, upscale facility with free parking and numerous amenities nearby, including restaurants, shopping and entertainment.

The Conference Center is easily accessible from New Jersey, Delaware, Philadelphia and suburbs, Allentown, Reading and Lancaster. It is also where we hold our yearly conference.

Fee

$4,200 for up to 15 attendees

The primer may be shared with neighboring nonprofits to split costs.


At least 4 weeks notice required for scheduling. The Primer can also be held at your location.