Conferences & Training

Planned Giving Primer

Jan. 7, 2019
Sanibel Harbour Marriott Resort & Spa
Fort Myers, Fla., United States
8 a.m. - 12 p.m.

Participants will acquire a foundational understanding of this increasingly important component of fundraising strategy and will be able to identify and distinguish between the most common planned giving vehicles.

This conference is designed for professionals with mid-level responsibility.

Program starts at 8:00 AM in the morning and ends midday on Monday.

Workshop Speaker

Penelepe Hunt

Robert F. Sharpe Jr.
The Sharpe Group

Robert F. Sharpe Jr. is president of The Sharpe Group and has more than 30 years of charitable gift planning experience. The Sharpe Group consults nationwide with a number of leading educational, health, social service, and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Tennessee, and Washington, D.C., The Sharpe Group has worked with more than 10,000 nonprofits nationwide during its 50-year history.

He has authored many articles and other publications covering numerous gift planning topics. His remarks on this subject have been featured in the Wall Street Journal, the New York Times, Newsweek, Forbes, Smart Money, CBS Market Watch, the Chronicle of Higher Education, Trusts & Estates, Kiplinger's and other national publications. He is chairman of the philanthropy editorial board of Trusts & Estates magazine and a co-author of the Model Standards of Gift Valuation adopted by the National Committee on Planned Giving (NCPG).

Sharpe is a recipient of the CASE Crystal Apple Award for teaching excellence and the Donaldson Distinguished Service Award from the Planned Giving Group of New England. He is an honors graduate of Vanderbilt University and Cornell Law School.


Benefits of Attending
  • Get an introduction to the most common gift planning tools, review their basic purposes and identify language used to describe them.

  • Discover how planned gifts can be an integral part of successful capital and endowment campaigns.

  • Find out which planning tools provide the greatest near-term economic benefits.

  • Understand which types of planned gifts result in the greatest source of unrestricted funds.

  • Find out why demographic, economic and political trends are driving greater interest in planned gifts.

Who Should Attend
  • Academic leaders attending the CASE Advanced Development for Deans and Academic Leaders who would like an initial exposure or refresher on basic gift planning tools and concepts

  • Deans and academic leaders who participate in stewardship of major planned gift donors

  • Development officers who plan to attend alongside academic leaders from their institution

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