Exclusives

Fundraising Associations

For AFP, CGP, AHP, estate planning councils, community foundation networks, and other professional chapters.

For more than 25 years, PlannedGiving.com has trained nonprofit professionals responsible for billions in charitable gifts. Now we’re bringing that expertise directly to your chapter — no charge for our most requested topics.

Presented by Viken Mikaelian and Jordan Cassidy

Complimentary Primers

How to Market Planned Gifts

Field-tested tactics that actually close gifts — and why most “modern” approaches quietly fail.

  • Free via Zoom
  • $3,500 + travel & accommodations in person

Why Playing Safe Is So Expensive

The hidden cost of cautious fundraising — and what top-performing programs do differently.

  • Free via Zoom
  • $3,500 + travel & accommodations in person

Additional Primers

  • Bequests: The Gift That Writes Itself
  • The OBBBA Shift: What Changes in 2026
  • Donor Conversations That Lead to Gifts
  • IRAs and QCDs: The Opportunity Most Miss
  • How Gift Annuities Work
  • How Trusts Work
  • Lead Trusts: The Overlooked Vehicle

Zoom: $995

In-Person: $3,500 + travel & accommodations

Giving Magazine, Karen Alonso on Cover, United Way Las Vegas, AFP Chapter President

Giving Magazine

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

  • Time Flexible
  • Length 60-minute presentation +
    30-minute live Q&A
  • CFRE 1.5 Approved Credits
  • Presenters Viken Mikaelian
    Jordan Cassidy
>

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. 

Please select:
How did you hear about us?