Master 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.

CLIENTS

$1,295 –
$2,995

NON-CLIENTS

$3,995 –
$4,995

Existing Client Benefits:

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 and used this booklet.

=