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Key Tips and Strategies for Major and Planned Gifts During This Uncertain Environment

  • 05/27/2020
  • 11:00 AM - 12:00 PM
  • Zoom Conference

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Virtual Learning Day
May 27, 2020

Time: 11:00 am - 12:00 pm CDT

Session Title: Key Tips and Strategies for Major and Planned Gifts During This Uncertain Environment

Session Description: This session will address the fundamentals of gift planning such as noncash gifts, life income plans and beneficiary designations while sharing lessons learned during challenging times in our history.

Additional topics will include relationship building with our best donors, a new sense of urgency in the estate planning field, blended gifts and some marketing ideas effective today.



Speaker: Joe Chickey, MBA, CFP, Sharpe/Newkirk

CFRE: Participants will earn 1 hour of CFRE credit.  CCPG is an approved CFRE provider. 

Please register separately for each session you would like to attend. Once you register through the CCPG website, you will receive a confirmation email with a link to register on Zoom. Please note that--even if you already have a Zoom account--you must register on Zoom for each session in order to participate. 

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