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Planned Giving Essentials
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Availability
On-Demand
8 Courses
Credit Offered
6 CFRE Credits
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This virtual conference will help you unlock the transformative power of planned giving. Join CASE and demystify planned giving and equip yourself with the practical knowledge and tools to start cultivating lasting impact for your institution.

February 25, 2026
Noon - 12:45 PM ET The Philanthropic Landscape
1:00 - 1:45 PM ET Planned Giving Fundamentals: Identifying Your Best Prospects
2:00 - 2:45 PM ET Planned Giving Fundamentals: The ABCs of Planned Giving 
3:00 - 3:45 PM ET The Art of the Planned Giving Conversation 
February 26, 2026
Noon - 12:45 PM ET Demonstrating the ROI and Value of Your Planned Giving Program
1:00 - 1:45 PM ET Integrating Planned Giving Across Your Fundraising Initiatives
2:00 - 2:45 PM ET Cultivating Legacy: The Art of Stewarding Planned Giving Donors
3:00 - 3:45 PM ET Planting Trees for Future Minds: A Fireside Chat on Legacy and Impact
Institutional Passes (unlimited seats) are available for this training. To purchase an institutional pass, select the institutional rate in the Your Price drop down menu as you check out.  

  Early bird pricing through February 6, 2026 Beginning February 7, 2026
Member Individual (1 seat) $475  $575
Member Institution (unlimited seats) $2,100 $2,600
Non-member Individual $675 $825
Non-member Institution (unlimited seats) $2,800 $3,500
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