See Schedule for a list of topics, times, and faculty.

Every element in the Syllabus for Gift Planners is taught in seminars A, B, C, & D. The Syllabus identifies the skills and knowledge for proficiency identified by the National Committee on Planned Giving^®.

Seminar A: Practical Planned Giving Principles
Gain an important perspective on the information and discipline needed by every successful gift planner. New as well as seasoned gift planners will improve performance gained through our intermediate-level topics and practical tips. All gift techniques – revocable as well as irrevocable – are reviewed in depth as are marketing practices, program resources and management, fiduciary responsibilities, and ethics.

Seminar B: Essentials of the Plans of Giving
Receive detailed instruction and practical applications for every sound technique in charitable giving. We cover all-important end-of-life giving with special attention on qualified retirement plans. You’ll come to understand the highly technical aspects of charitable remainder trusts, gift annuities, bargain sales, charitable lead trusts, and reserved life estates. Gain practical help through case studies and in modeling life income proposals on planned giving software in ways that get results.

Seminar C: What to know about assets, income, and people
Property other than cash can have exceptional value to charity, and practitioners must be confident about structuring nontraditional gifts from unusual assets or income sources. We also consider cases that reflect current donor circumstances and the full array of property to fund various plans. Because great personal relationships are integral to gift planning the instruction covers donor motivations and explores different personalities among donors and advisors… plus each registrant receives a confidential personal assessment.

Seminar D: Charitable estate planning workshop
Tax and financial matters are an important part of life both before and after retirement, so this workshop looks at qualified trusts, spousal and insurance trusts, and estate planning. Case studies examine current problems and essential real-world solutions that can be applied to them. Practical instruction includes how to communicate best with prospects and clients, and guidance about how professional advisors and charity representatives work best together.