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Gift Planning
Complete the form below for each individual you would like to register for a training session.
Note about training fees: The fee for our group training courses is $295 per day for the first person from an organization ($335 for the Gift Annuity Seminar). For each additional person from the same organization attending the same session, the fee is $265 per day.
Once we receive your form, we will confirm your registration by telephone within two business days. A final confirmation packet with additional details about the session(s) will be sent to each registrant. If you do not receive a confirmation packet or if you have problems using this form, please contact Client Services at 888-474-2252.
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