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Planned Giving 101 – Getting Your Passport Ready

  • 05/24/2023
  • 3:00 PM - 4:30 PM
  • Zoom


Registration is closed

Planned Giving 101 – Getting Your Passport Ready
Speakers: Shay Upadhyay & Greg Whitney, Alford Group

Learn foundational concepts of planned giving during this 1.5 hour virtual session with consultants from Alford Group. In this session, we will discuss common planned giving terms and gift types, explore marketing basics and how to identify prospects, and review crafting policies and procedures so you feel prepared to confidently start or revitalize your own planned giving program. This interactive session is designed to give you the planned giving basics you need to help you get ready (and excited) for the Symposium the next day!

CFRE: Full participation in Planned Giving 101 - Getting Your Passport Ready is applicable for 1.5 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification." 

Cancellations/Refunds: Cancellations must be received by 12:00 pm on Friday, May 12, 2023 in order to receive a full refund. No refunds will be processed after this time. Substitutions are encouraged. Cancellations must be in writing and may be submitted to Additionally, payment is expected from no-shows.

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