Planned Giving Development | | Clearview Consulting & Coaching

Clearview Training & Consulting Inc.  I  Developing People. Driving Results    |     888.494.1027 

Turning Legacy Giving Upside Down​ Workshop (Planned Giving) 

Unlocking Extraordinary Gifts from Ordinary Donors

Half - Day Workshop 
Who is it for?
Many charity leaders feel overwhelmed in the area of planned giving because of their lack of knowledge in the field which is filled with competent professionals. This workshop is designed for you! We talk about partnership with Gift Planning Professionals and /or Financial Planners and how you shape your message for maximum impact. Who should attend? Executive Directors / Development Staff / Fundraisers / Board Members / Volunteers.
The focus is for small and medium size charities who do not have a development department or staff. You will walk away with a plan to establish a full LEGACY giving program by engaging key volunteers. (1/2 Day Workshop)
Certified Fund Raising Executive (CFRE)
An Approved Provider for Continuing Education Credits For Both The Major Gifts and Planned Giving Workshops. CFRE Education Credits initial certification and/or re-certification. Certified Fund Raising Executive (CFRE) / 3.0 Points Per Completed Workshop.
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Dates Coming for Fall of 2015 & 2016