Planned Giving - Plain and Simple™ Seminars

These comprehensive, one-day seminars will give you everything you need to know to develop a successful planned giving program.

What you will learn

  • What planned giving is - and why it's important for your organization today
  • How to identify your best prospects for planned gifts
  • How donors can use different assets to make gifts
  • How the different planned gift options work
  • How to talk with prospects about gifts in simple, understandable language
  • How to successfully market planned gifts to your constituents

Who should attend

  • Planned giving officers
  • Annual and major gifts officers
  • Executive directors, administrators, and other managers
  • Trustees and key volunteers
  • Attorneys and other advisers
  • Anyone committed to raising money for worthy causes

Special features

  • You will learn what simple gift options are most attractive to your donors now
  • You will develop your skills for asking for a gift - by working through actual case studies with leaders in the field
  • You will receive a 190-page, comprehensive manual to take back to your office and use as a valuable reference tool
  • You will go home with concrete ideas about how to market planned gifts to your donors
  • You will have the opportunity to network with other professionals in your field

Seminar faculty

Seminar Fee

  • The cost of the seminar is $375 for each participant.
  • We offer a discount to organizations that send two or more people to one location. (Call us for details)
  • The seminar fee includes a 190-page, comprehensive manual for you to take back to your office and use as a valuable reference tool. Lunch and refreshment breaks are also included.
Upcoming Seminars
to be Announced


Designed by
H. Bardinet

Estes Associates
41 Spoke Drive
Woodbridge, CT 06525
Fax 203-393-3857