Charitable Estate Planning Northwest

The Planned Giving School ™

Get Started Now! 
The Four-week Course Teaching Planned Giving Essentials
 Fall 2010 Classes -- Dates to be Announced

Does your organization need a planned giving jump start?  Here's a questionnaire to see if your organization is ready. If you answer "yes" to any of these questions, consider signing up for CEPN’s “’Get Started Now!” classes. 

  • In the increasingly competitive environment, is your organization finding it hard to raise annual funds?         
  • Has your organization talked about planned giving but wondered how to start?       
  • Are you concerned about how to pay for a planned giving program?         
  • Do your key stakeholders understand the planned giving potential?      
  • Do you know what to look for with donors and how to have planned giving conversations with them?              
  • Are you worried about how to manage your planned gifts as they come in?

To learn more OPEN the “Get Started Now!” PDF brochure.                    (Fall 2010 brochure with dates will be available soon.  In the meantime, check out our Spring 2009 brochure, as the 2010 course and fees will be similar.)

CFRE Certification Offered: Full participation in the "Get Started Now!" course is applicable for 10 points in Category 1.B – Education of the Certified Fund Raising Executives (CFRE) International application for initial certification and/or recertification. Those interested in CFRE credits, contact Kay Levet at the number or email below.

WVDO and AFP Members receive a discounted registration fee of $350  for all "Get Started Now!" classes.  See the brochure for more details. 

If you have questions or would like us to contact you when the Spring Classes are scheduled, email Kay Levet, the Planned Giving School Administrator, kay@cepnw.com or call her toll free at 877-964-2300.


 
Willamette Valley: 503.620.5173 | Central Oregon: 541.549.8560
Southwest Washington: 360.546.3300
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