planned giving training

Next Planned Giving Boot Camp Starts April 24th!

Click to learn more!

Only 2 Spots Left for Fall Innovative PG Training Program

Image result for innovative trainingIf you have not had a chance to see our latest, innovative training program (click here!!!), please do so!

We are offering a 10-week, interactive planned giving training program (max 15 students from around the country) designed to give each participant the knowledge and practical skills you’ll need to implement your planned giving responsibilities.  In a sense, you will be receiving 10 weeks of PG consulting and collaboration with colleagues in similar situations.  Everyone will be asked to present during group conversation calls as well as develop a basic plan for your situation (and present that, too!)

Program starts September 25 – Max 15 participants – 10 spaces taken already!



Planned Giving Boot Camp Full Training Program

BootCampSource: Planned Giving Boot Camp Full Training Program – click here to see details

Registration has started for this new, innovative training program!

I am very excited about the initial interest and response to my new, full planned giving training program: 10 weeks, 10 pre-recorded webinar sessions, 10 open conversation/homework review sessions, and easy assignments that are designed to get you to start using the knowledge you are picking up! Space is limited – please check it out and pass on to friends or colleagues who are picking significant planned giving responsibilities.

Fall Training Program Dates!


BootCampWe are pleased to announce fall dates for our popular training programs.

The Planned Giving Boot Camp – our original webinar training program that jumpstarts you and your team into this crucial area – for just $350 your entire team can participate – starts again on October 13, 2016 at 12 noon (EST)!  This is a 6-part program, one hour each session, all recorded in case you miss a class.  Click here or the above picture for more info or to register.

Or, for those beyond the basics, click here to learn more about Beyond the Planned Giving Boot Camp (or part II) – our 4-part follow-up webinar program starts October 26 for $240 for your team to learn more about implementing a successful planned giving program. Or, click the below picture.