Planned Giving Mini Course

Our three-part course covers advanced gift planning techniques and donor conversation strategies

About the Course

Are you familiar with basic planned giving tools and techniques but want to brush up on more sophisticated strategies? Do you know the technical details but want to have better, donor-centric planned giving conversations? Then this on-demand mini course, brought to you by AHP and Heaton Smith Group, is for you.

This isn't a surface-level overview. We dig deeply into intermediate and advanced planned giving techniques, plus an entire session focuses on the most critical part of the process: the conversation with the donor.


CFRE Points

Up to 3.0

Planned Giving Mini Course Sessions

  • Beyond the Basics: Gifts of Assets and Charitable Remainder Trusts

  • Secure Your Largest Planned Gifts: Gifts of Complex Assets and Charitable Lead Trusts

  • Gift Planning Conversations

On-Demand Access to All Three Sessions

AHPrime members: $99
AHP members: $129
Nonmembers: $159