After having successfully trained over 2,000 fundraisers in the past 4 years on the basics of planned giving through our Planned Giving Boot Camp programs, we are very pleased to announce a new, intensive training program for fundraisers with significant planned giving responsibilities! Please take a look at this new program by clicking here: Planned Giving Boot Camp Full Training Program
New Planned Giving Training Program Being Launched This Fall!
RELATED STORIES
In speaking with client recently, she wanted to know if there is a way ensure...
Click here to test out my LifeLegacy page and create a Will, Power of Attorney...
Thank you to everyone who has followed this blog, some of you have been with...
I started my journey in Planned Giving in the summer of 1992 – 32 years...
35% of adults in the U.S. say they or someone they know experienced familial conflict...
I have been asked to offer a 4-part interactive Zoom Planned Giving Boot Camp starting...
The Great Wealth Transfer: Is It Really Here? Webinar Sept. 20, 2 pm EST For...
For those who have been following my blog (founded in 2010), you should know that...
After being on my own since 2011 (that’s 12 years – my longest “job” tenure...


Training is always good providing it’s reasonably priced. More new concepts are arriving such as blended gifts. As more Boomers retire and start living off their savings plans and investments, having a CGA as an income stream is not a bad idea. It may be more beneficial than an IRA.