Made to suit the needs of our clients
Our Approach
We offer training to help you learn more about planned giving, gift administration and our software, in a way that best suits your needs. Our instructors bring deep technical knowledge, strong marketing skills, legal expertise, and years of planned giving experience to each session.
Why Take a Training Session?
As planned giving continues to gain popularity as a creative fundraising technique, more staff and organizational resources are being dedicated to it. No longer relegated to the specialist, planned giving knowledge is critical to everyone involved in fundraising. Our popular Webinar format makes this training more accessible than ever! To learn more, view our brochure.
Just Purchased our Software?
There is no better way to get up to speed than to attend a training session. Our introductory and advanced sessions will provide you with all the knowledge you will need to start using your software in the pursuit and management of planned gifts.
"The best part of the training was that the instructor not only knew the software inside and out, but he also knew the purpose behind using the software as well as the trends and details of planned giving concepts."
— Ken Krueger, JD, MBA, MPH
Vice President, Planned Giving
ASU Foundation
