Planned Giving

The Institute on Philanthropy offers a 3-day institute in planned giving that provides the knowledge, tools and skills required to develop a planned giving program for your nonprofit organization.

The Planned Giving Institute is specially designed for planned giving professionals, major gift officers, CEOs, directors of development of small nonprofits, and career switchers. Classes are taught by fundraising and nonprofit professionals who are experts in their fields and share the real world knowledge as well as their love of fundraising.

Institute Overview

Nonprofits are under increasing pressure to develop sustainable plans for future funding. Planned Giving is one way nonprofit professionals and gift officers can cultivate and implement long-term funding opportunities. Our Planned Giving program gives you the knowledge, tools and skills to develop a planned giving program for your organization.

The Planned Giving Institute is an intensive 22-hour, 3-day program focused on both higher education and smaller nonprofits. During the sessions you’ll work to develop a planned giving program tailored to your organization. Sessions concentrate heavily on the strategy of planned giving; on understanding donors; on communicating your message effectively; and on ensuring your back office administration and management processes are in place with an effective stewardship plan.

Participants in the institute earn a professional certificate in Planned Giving from the University of Richmond.


  • Evaluate your donor’s perspective and develop a clear understanding of your giving constituency for planned gifts
  • Assess the potential for planned giving for your organization and develop a strategy to implement a program
  • Integrate your board into your plan
  • Identify your planned giving and endowment audiences and develop your organization’s key messages to reach them
  • Develop an effective communication and stewardship plan for your planned giving donors
  • Develop policies and procedures for the administration and recognition of gifts

Institute Modules

  • Strategies & Techniques for Planned Giving
  • The Planned Giving Conversation: Making it Real
  • Understanding the Planned Giving Donor Perspective
  • Understanding Family Dynamics & Legacy
  • PG Management, Evaluation & Administration of the Gift
  • Marketing for Planned Giving: Who, What, How
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CFRE Approved

Approved provider for continuing education — Full participation in IOP courses is applicable for points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification based on the number of contact hours listed for the class.