CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Don’t Fear The Reaper: Planned Giving Isn’t The Death CONVO

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Before starting this self study program, please go through the instructional document.


  • Where We're Headed
    3 mins
  • Who Will You Have The Convo With
    11 mins
  • How to Get Started So The Convo is Simple: Charitable Bequests
    17 mins
  • Where We Are
    30 mins
  • Where We've Been
    39 mins

Course Description

Planned giving is the process of donating planned gifts. A planned gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away

There’s an insidious myth about planned giving fundraising: that it means talking to donors about death.

Because of it, lots of fundraisers avoid meaningful conversations about Planned Giving with their most loyal donors.

In turn, many donors don’t understand the impact of including their favorite non-profits in their estate plans.

Together, we can fix this.

Join the Planned Giving evangelist, Tony Martignetti, for a fast-paced online CPE webinar that will show you how to engage your donors in fruitful discussions about Planned Giving – while avoiding the dreaded “d-word.”

Learning Objectives

  • To discuss Planned Giving in terms that put your donors at ease.
  • How to structure your Planned Giving program so your conversations are simple.
  • To identify your best prospects for planned gifts, so you’re talking to the right folks.

Who Should Attend?

  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Financial Planner
  • Nonprofit Board Members
  • NonProfit CEOs
  • Nonprofit Executive Directors
  • NonProfit Fundraisers
  • Nonprofit Professionals
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • Trust & Estate Specialist
  • Young CPA