Planned Giving Boot Camp for Major Gift Officers 

Finally, a short, crash course in Planned Giving specifically designed for Major Gift fundraisers! Our goal is to train you to be a Major Gift officer who can initiate legacy conversations, spot planned gift opportunities and be comfortable when a planned gift becomes an option for your donor.

1. Intro and Overview - In this first session, we will take a fresh look at the field, its humungous potential, and do a quick overview of the basic vehicles.
2. Life Income Options - What would a planned giving training course be without Charitable Remainder Trusts and Gift Annuities?  We will cover the most likely life income gift scenarios you might encounter and what you NEED to know to move the process along towards a completed gift.
3. Initiating Legacy Discussions and Educating Your Prospect - How do you even initiate a legacy conversation? We will give you an approach to broaching the topic and how to begin educating your prospects (without feeling like a fool!).

This is the perfect course for those who are pressed for time and need just the basic tools.

Cost: $210 for up to six participants per organization