Boot Camp and Other Recordings

Gain instant access to the Planned Giving Boot Camp for only $195!

Click here to purchase the entire 6-part Planned Giving Boot Camp (our most recent live course) webinar recordings and actual powerpoint documents.    Upon completion of your purchase, you will receive (usually within 24 hours) an email with a link to download the webinar recordings and powerpoints.  NOTE: the recordings are Firefox files – which means you will need Firefox on your computer to view the sessions.

Only available via credit card purchase through our PayPal account – NOTE: you must choose “Pay with a Debit or Credit Card”  after clicking the link above to enter a credit card.  The email address you input while paying will receive our email with the link to download webinars and handouts.

Other recordings for sale CLICK TITLE TO PURCHASE:

Get Planned Giving Results Now…with a Survey Campaign!
Cost for recording – $70

In recent years, Survey Campaigns have emerged as the most powerful way to transform your planned giving program. I have personally witnessed a client go from literally no responses to our planned giving mailings to HUNDREDS of new planned giving donors and prospects through a single survey campaign to only 25% of our potential planned giving prospect base! More and more nonprofits are hitting gold with this method – find out what this program is about and how your organization can transform its planned giving program literally overnight. We will compare results and techniques from several different nonprofits and draw practical conclusions on how we should be adjusting our marketing efforts and whether you should be launching your own survey campaign.

Get Results Now…with a Matching Gift Campaign!
Cost for recording – $70

In recent years, Matching Gift Campaigns have emerged as another powerful way to transform your planned giving program. The beauty of Matching Gift Campaigns is that they not only identify and qualify numerous new planned giving commitments, but they often bring in much needed cash NOW for your organization. More and more nonprofits are hitting gold with this method – find out what these program are about and how your organization can transform its planned giving program with this method. We will compare results and techniques from several different nonprofits and draw practical conclusions on how you can launch your own Planned Giving Matching Gift Campaign.

Charitable Gift Annuities

Cost for recording – $70

This crucial planned giving option is more challenging than ever to offer but how can you not offer it when so many of your competitors are?  We will cover the practical details and issues you need to address in launching and running your gift annuity program – licensing, risk and other management issues – as well as how to present and close these gifts with prospects.

Charitable Remainder Trusts

Cost for recording – $70

The best option for larger “life-income” gifts and can be set up with or without a formal planned giving program!  We will cover the practical issues in presenting options to your prospects, what works and what doesn’t work, and how you can start bringing in these large irrevocable planned gifts.