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Planned Giving Principles for Every Fundraiser’s Success
Planned Giving Principles for Every Fundraiser’s Success

When you hear “planned giving,” do you tune out? Planned giving has a reputation for being scary, hard, and something that no one other than the Planned Giving Officer needs to know about. The reality is that in order to truly build authentic partnerships with your donor, you need to have an understanding of planned giving and have a culture of collaboration between departments.

If you are a Planned Giving Officer, this course will share how we are shifting the narrative around planned giving and how you serve an important role in fulfilling your donors’ passions and interests outside of any legacy gifts.

And, if you’re a Major Gift Officer or Fundraising Leader, this course will give you valuable information on how to talk to your major donors about legacy gifts. You’ll also gain insight on how to collaborate with planned giving to better serve your donors.

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What you will learn:


Who needs to be involved in planned giving
What the problem in the current planned giving approach is
What the research is showing about planned giving
The role of planned giving in the donor pipeline
What we believe is The Veritus Way of planned giving and how this changes the approach to this program
The need for a culture of collaboration, and how planned giving and major gifts should be working together 
How MGOs can approach a donor about planned giving
How PGOs can work with the major gifts team to identify donors, make a successful planned giving ask, and support ongoing MG giving

What you need to know:

This course is self-paced and allows you to interact in a multi-media learning experience (video trainings, audio trainings, readings, and group calls) on your own schedule.

There are 2-modules in this course. You should estimate 3-5 hours of work per module.

Upon completion of all required assessments, you’ll earn 11 CFRE credits.

Randy Street
Food Bank of Contra Costa and Solano

“The Permission-Based Asking method makes so much sense and is a model for all relationships, office or otherwise. The course materials were great, and the assignments were helpful to keep me focused….

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Marie Miller
St. Lawrence College

“l loved this course! Last Friday, I implemented their strategy of approaching a donor ask from the standpoint of the need first and it worked wonders. I had a donor solicitation meeting at 3:30 pm that day and came away with the gift…

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Cara Gosse
Family Services of Northeast Wisconsin

“The course was fantastic; this method and process of asking really speaks to me and feels so much more natural. I will absolutely be implementing this method into all of our asks and cultivation practices…

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Q & A

You probably have some questions about how this course might apply to your situation. Read below for more useful information.
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