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A four day training seminar on initiating, managing,
marketing and developing planned giving programs

Goal & Purpose

The goal of the Planned Giving School is to provide an inexpensive, but intensive, Christian-oriented training in this specialized field. Its purpose is to provide accurate, understandable information regarding planned giving and provide easy to follow instructions to begin, manage, market, and develop a planned giving program to increase available funds for ministry.

This is an comprehensive five-day course for those who are looking to begin a planned giving program, as well as for those who want to sharpen their skills in this growing field of funding ministry.

Comments From Previous Participants

“I appreciated being introduced to planned giving from a Christian perspective.”

“This is excellent information that all churches need. Make this an annual event!”
“Presentations were outstanding. Every leader was not only knowledgeable, but fun and easy to listen to.”

“The materials furnished will help me to study carefully and continue to benefit from the Planned Giving School.”

“I now feel I am beginning to understand planned giving and have materials I can build on.”

“The reminder, that donors interest comes first.”

“My attention never lagged.”

“The course exceeded my expectation.”

Who Should Attend?

Colleges, Universities, Health & Welfare Ministries

  • Presidents (CEOs)
  • Directors of Development
  • Board Members
  • Counsels
  • Financial officers

Local Congregations

  • Pastors
  • Business Managers
  • Laity (Finance, Endowment, Trustees)

Annual Conference Leaders

  • Foundation Directors
  • Conference Treasurers
  • Foundation Staff
  • Foundation Board Members
  • Key Adjunct Professionals (CFA, Attorney)
 
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