Skip to main content

CASE

CASE

Main Menu

  • Conferences & Training
  • Resources & Articles
  • Trending
  • Awards
  • Connect
  • Talent
  • About
  • Districts
    • Membership
    • Log in
    • Search
    • Shopping Cart

    Breadcrumb

    1. Home
    2. Conferences & Training
    Planned Giving Essentials

    Planned Giving Essentials

    Online Conference | November 16 - 17, 2020
    Planned Giving Essentials
    • Faculty
    • Online Program
    • Registration
    Advertisement
    This engaging online conference features three front line practitioners who are national leaders in the field of planned giving and major gift development. You'll be immersed in discussions about planned gift prospects – their motivations and practical consideration regarding assets and timing, learning to close larger gifts than you may have thought possible.

    Benefits of Attending

    • Access to two days of live interactive online content in addition to supplemental on-demand recordings and resources created by faculty speakers.  
    • Collaboration with faculty and attendees to discuss practical, creative approaches for using gift planning to increase your productivity in raising current and future gifts.  (Yes; many of the tools discussed will help you close gifts that provide revenue now!)
    • Learn how to help individual donors identify the best assets and techniques to use in maximizing their philanthropic impact.
    • Participate in case studies and discussions of actual scenarios.
    • Further develop your network of colleagues and professional resources.

     

    Who Should Attend

    This conference is designed for newcomers to the advancement profession and professionals with mid-level responsibility, including:

    • Planned giving officers
    • Major gift officers
    • Assistant Directors and Directors of Development

    Meet Your Chair

    Shari Fox

    Shari Fox

    Senior Vice President for Principal Gifts, Gift Planning & Trust Services, University of Illinois Foundation

    Shari Fox joined the University of Illinois Foundation in July 2014 and has senior responsibility for the principal gifts and gift planning programs across the three universities comprising the University of Illinois System. She also coordinates the University of Illinois System President's advancement activities. Read more.

    >> Meet the rest of the faculty

    Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
    Join Case

    Tags

    Online Conference Mid-Level Professionals US/Canada Fundraising

    CASE

    CASE
    • CASE Communities
    • Member Login
    • Careers at CASE
    • Terms & Conditions
    • Privacy Statement
    • Staff Intranet
    Connect with CASE
    • Facebook
    • Twitter
    • LinkedIn
    • Instagram

    CASE Member Support
    +1-202-328-CASE [2273]
    support.case.org

    CASE

    CASE
    Close

    Search

    Popular Searches
    Book Advancement events Articles Fundraising Resources AMAtlas Resources Awards CASE Library