Planned Giving Essentials

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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	New Year, New Tax Law: What's in Store for 2026
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	Deepen Your Converssations: Normalize and Simplify Your Legacy Asks
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	Planned Gift Stewardship: Broad Initiatives and Individual Conversations
3:00 - 3:45 PM ET	Legacy and Impact: A Conversation on Planned Giving

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