gift planning academy

Securing the Future with Gift Planning.

Attend this informative workshop to learn the four “A’s” of planned gift completion:  Ask, Acknowledge, Appreciate, Account!

The Gift Planning Academy (GPA) is a two-day, hands-on seminar for community and technical college professionals focusing on the essential components for a successful planned giving program. This training session provides guidance in all phases of successful gift planning designed to generate an endowment equal to 2 ½  times the college’s current operating budget. Successful gift planning programs require a long-term commitment by the college as well as:

1. A worthy, highly-regarded institution
2. The full commitment of the institution's administration
3. A realistic budget, including a long-term flexible financing plan
4. A qualified, well-trained director of gift planning
5. A committed, trained, and influential foundation board
6. A prospect research and training system
7. A comprehensive plan of action
8. Sound management/oversight of the process
9. Patience (perhaps the most important of all!)

* Dates and events are subject to change. Please email inquiries to Amy Pollock, CG’s Associate Vice-President of Programs and Services:  apollock@clmgroup.com.