Education & Training

Planned giving education and training requires more than tactics or templates. For more than two decades, PlannedGiving.com has trained nonprofit professionals responsible for billions in charitable gifts. Our education programs — webinars, courses, and exclusive sessions for association chapters — are practical, grounded in tax policy, and designed for real-world fundraising — not theory.

2026 Schedule

  • Planned Giving Marketing that Actually Works

    {WEBINAR: WEDNESDAY, FEBRUARY 25}
    How many planned gifts have you actually closed because of a platform? Field-tested marketing tactics that work—and why most "modern" approaches quietly fail.

  • The Planned Giving Boot Camp

    {COURSE: JANUARY 14, IN PROGRESS}
    4 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years. This course will translate into decades of benefits for your organization and your career.

Past Events

FREE for AFP, CGP & AHP Chapters

Complimentary planned giving primers for all professional fundraising associations.

Request a Primer
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Giving Magazine

For those who drive change — not watch it. Join the top 1%.

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Estate Planning for Donors & Nonprofits

A platform can't sit across the table from your family. Live session led by an estate planning attorney, with Q&A — because your and your donors' legacy deserves strategy, not software. Available as a tailored program for your organization. Contact us to bring this to your organization.

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Estate Planning for Donors & Nonprofits

A platform can't sit across the table from your family. Live session led by an estate planning attorney, with Q&A — because your and your donors' legacy deserves strategy, not software. Available as a tailored program for your organization. Contact us to bring this to your organization.

Request Information

Ongoing & Annual Programs

  • Planned Giving Boot Camp (20+ years)
  • Advanced Legacy Marketing Workshops
  • Executive Briefings on Tax Law & Giving Trends

Additional programs are released selectively throughout the year.

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Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart. 

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