Invest $15 for 15 minutes a week.

That’s all you need for your competitive advantage.

Strategies for fundraising execs to build their careers.

Major and Planned Gifts, Personal Development, Executive Leadership, Time Management, and More.


Landscape of Major Funding

The New Normal is that planned gifts have become a significant part of major gifts. You need to know both, and that requires strategy, not tactics. Some nonprofits are now reporting 31% to 51% of all funding come from planned gifts alone.

Planned giving has also become a high-earning profession. So here’s your chance to step up, learn the industry, even keep yourself polished if you’re a seasoned pro, and help your organization — and you — grow, at the same time.

Our mission is to teach you strategies to navigate this new landscape. 

The learning modules are not linear. You can skip a session, make it up, and move on to another module. And since they’re only 40-minutes in length, allocating your time is very easy.

Learning in small chunks is pleasurable, digestible, easier on your time, increases retention, and makes it actionable. Every session has takeaways you can put to use immediately.

Let’s be frank. Planned giving is not exactly Entertainment Weekly. Some topics are intense. Despite this, all are presented in a manner to provide “A-HA” moments. Each 15-minutes makes your time count.

We go beyond just technical knowledge. We also cover personal development. Sessions include: storytelling, conversation starters, time management …

Why Enroll Today?

When opportunity knocks it’s too late to prepare. Procrastination is not an option for successful people, especially when emergencies arise and our economy continues to evolve. Through preparation, planned giving will always present you great opportunities.

  • How to talk to high net-worth donors
  • How to get donors, and their advisors, to the table
  • Introduction to planned giving
  • Importance of planned giving … (it’s not about money)
  • The types of planned gifts
  • Video interviews on gift acceptance policies
  • Principles of storytelling
  • How to talk with the ultra-wealthy
  • How the “simple’ gifts work
  • Bequests and how to get them
  • The Charitable Gift Annuity
  • Why having a CRM is critical, and how to use one
  • How to start a planned giving program
  • How to strengthen a planned giving program
  • How to talk with your board
  • Time management – Session I (this is not about widgets)
  • Success habits to get to CEO level (this is not for the meek)
  • Donor calls during tough times
  • 21-point planned giving marketing program (full download available)
  • Gifts of real estate? They’re a lot easier than you think.
  • Donor Advised Funds: The forgotten gift.
  • Qualified Charitable Distributions (The IRA Rollover, as your donors know it)
  • Challenges with the SECURE Act.
  • Summary of the CARES Act
  • Time Management – Session II
  • Basic planned giving marketing principles
  • Gift counting policies. The good, the bad, and the ugly.
  • Money. Money. Don’t have a knee-jerk reaction against it.
  • Donor acquisition and retention principles
  • Sources of financial support
  • How to identify prospective donors
  • The Millionaire next door. Is it real?
  • Donor stories. How to get them. What to ask.
  • Should you “fire” a donor?
  • How to talk with a disgruntled donor.
  • Prospective donor screening, qualifying, and rating methods
  • Relationships between and among annual giving, capital/major giving, and planned gig/legacies programs
  • Components and uses of feasibility/planning studies
  • Donor motivations, barriers to giving, and giving behavior
  • Gift agreements and payment structures for contributions such as outright gifts, pledges, and installments
  • When are special events worth it?
  • Psychology of giving
  • Aspects of nonverbal communication, such as body language and eye contact
  • Using incentives such as member benefits, special invitations, premiums, and naming rights
  • Use of electronic media in relationship building
  • Stewardship techniques such as recognition and impact reporting
  • Use of electronic media, such as web sites, email, text messages, and social media
  • Ethical use of data
  • Your blind spots. Do you have any with donors? How to identify them.
  • Do advisors want to see Their Clients Give Money Away?
  • Three key marketing points
  • Annual Fund: Who to target for planned gifts?
  • How to get creative with a donor on gift annuities?
  • Don’t place a PhD or an attorney in charge of your marketing.
  • Growing your career in development.
  • How to advise a donor of a planned gift.
  • How to target for planned giving at larger organizations.
  • Leadership vs. management skills: They are different
  • The New Tax Laws: Will they affect donations?
  • The small shop and planned giving: Advice you can use.
  • Best practices in a planned giving program.
  • Qualities of a CEO. Is it innate, or learned?

Your Chance to Learn and Grow.

Invest In Yourself Now