Planned Giving Mini-Course


Planned Giving Mini-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 new mini-course, brought to you by AHP and Heaton Smith Group, is for you.

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

Register today to attend all three sessions live. You'll enjoy CFRE credit, the opportunity for Q&A with the presenters to get answers to your specific questions, and on-demand access to the recorded sessions so you can go back and re-watch as many times as you like.

Registration Options


Full Mini-Course

Register for all three sessions and save!

AHP Members: $99 (save $48)
Non-Members: $199 (save $98)


Individual Sessions

AHP Members: $49 per session
Non-Members: $99 per session

Register for individual sessions at the links below.

Session 1

Beyond the Basics:  Gifts of Assets and Charitable Remainder Trusts

Wednesday, January 20, 2021
2:00 PM

This session will feature intermediate-level planned gift techniques.  Approximately 88 percent of donors’ assets are illiquid.  Therefore, gift officers must deftly navigate the terrain of illiquid assets in order to facilitate larger gifts.  

Issues and opportunities for Qualified Charitable Distributions, retirement plans, charitable remainder trusts, personal property, and grants from Donor Advised Funds will be highlighted.  Donor and gift examples will be discussed for practical application.

Phil Purcell, J.D., Senior Consultant, Legacy and Charitable Estate Planning, Heaton Smith Group
Dave Smith, CAP®, President, Heaton Smith Group

Session 2

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

Wednesday, February 17, 2021
2:00 PM ET

This session will feature advanced-level gift planning techniques.  While one may hear a lot about charitable lead trusts (CLTs), gift officers will facilitate few, if any, CLTs during their career.  However, Leaving a Legacy, published by the Giving USA Foundation 2019, found that current charitable trusts were the largest planned gifts reported by study participants.  

Learn the application to donor situations of this complex trust as well as other less common planned gifts, including retained life estate and business interests.   

Joe Bull, J.D., Senior Consulting Associate, Heaton Smith Group
Dave Smith, CAP®, President, Heaton Smith Group

Session 3

Gift Planning Conversations

Wednesday, March 10, 2021
2:00 PM ET

Gift officers have diverse audiences to communicate about gift planning, which include donors, prospects, colleagues, professional advisors, and hospital leadership.  But, how does one have a planned giving conversation that is donor centric and reflects the compelling needs of a hospital?  

This session will focus on the language of philanthropy and best practices to begin a planned giving conversation. In addition, how to build a donor’s fact pattern will be discussed.  What is their story? What matters most to them? What is their connection to your hospital? Who are the people in their lives? What current situation(s) may influence their planned gift decision? What are their dreams?  

Whether new to gift planning or learning how to deepen relationships with major gift donors through planned giving, this session will focus on how to discuss planned gift opportunities with donors.

Donna Bandelloni, Senior Consulting Associate, Heaton Smith Group


Course designed for AHP by


heaton smith group