Planned Giving and Legacy Fundraising Training

A Roadmap to Your Nonprofit’s Financial Security

Take our planned giving training and legacy fundraising course to discover how to build a steady stream of legacy gifts that will be coming in for years. These gifts have the ability to change the financial future of your organization. That’s why in-depth and practical planned giving training is so essential for you and your nonprofit.

Imagine what it would feel like to secure five and six-figure (and even higher) donations. You can make this a reality when you give yourself the gift of bequest and legacy fundraising training. Truth is, your donors want to leave a lasting legacy — so you can help them reach their goals. It starts with the best planned giving training from The Fundraisingology Lab by Moceanic.

So, take the guesswork out of your bequest fundraising. Take a Moceanic legacy fundraising course that will give you the planned giving training you need to secure legacy gifts from your wonderful donors. Access the full catalog of fundraising courses and workshops — and ongoing support from the experts. Plus: connect with the most generous community of fundraisers.

Get the best fundraising training and the support you need to connect with your donors… grow your income… and master your career. Check out The Fundraisingology Lab by Moceanic and start reaching your fundraising goals today.

Metrics and Measures workshop

Metrics and Measures

This series of two 60-minute workshops will give you the metrics and measures you need for your boss and board. This special fundraising training will give you a range of numbers, calculations, and reports in a way that is easy to understand and super useful. For fundraising geeks and non-geeks alike. With Sean Triner.

In this workshop, you’ll discover:

  • Top level numbers to share with your board
  • How to count your donors properly
  • What fundraisers need to focus on more than ROI
  • How to measure the likelihood of someone donating and the likely size of their gift
  • Metrics for key appeals, campaigns, basic digital, donor acquisition, monthly giving retention, major donor, bequests — and much more

PLUS — Bonus “Your Data Snapshot” spreadsheet that helps you calculate the important numbers to present to your boss and board.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of workshops and fundraising courses online. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 2
CFRE Points: 1
Intermediate-Advanced
sean triner
Donor Care Letters With Love Square

Donor Care Letters with Love

This 60-minute workshop will help you get started with donor care letters. In this fundraising training, you’ll find out if these highly personalized direct mail letters are right for you (and your donors). And you’ll have the basics you need to get started with your very own donor care letter. With Sean Triner.

In this workshop, you’ll discover:

  • What a donor care letter is, if you should send one, who to send it to, and how to create one
  • How this tool can raise more money for your cause by increasing the lifetime contributions by the recipient
  • The elements of your donor care letter pack
  • What to say in your letter and how to say it

PLUS — Bonus workbook with a guide and checklists — and many examples of well-executed donor care letters.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of workshops and fundraising courses online. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1
Beginner-Intermediate
sean triner
Donor Love Made Practical Workshop

Donor Love Made Practical

This 90-minute workshop will help you get into the true donor love mindset. Discover what donor love is all about and what you can do in practice to make it real for your donors. This fundraising training will help you connect better with your donors… so that they give joyfully, again and again. With Jeff Brooks.

In this workshop, you’ll discover:

  • What donor love is really all about
  • Three useful approaches to donor love
  • Three donor love tactics you can apply to your fundraising
  • Five donor love killers that you’ll definitely want to avoid

PLUS — Bonus donor love plan and a guide for writing thank-you messages… and lots of donor love examples.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of fundraising courses and workshops. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1.5
Beginner-Intermediate
jeff brooks
Bequest Course 600

Your Complete Roadmap to Raising Money with Bequests

You can have a solid, successful bequest fundraising program up and running in fewer than 60 days. This legacy training course — taught by planned giving expert Christiana Stergiou — is your quick path to building a steady stream of legacy gifts that will be coming in for years into the future.

Overcome that sense of overwhelm that stops so many fundraisers from starting. When you take this course, you’ll be confidently building your own planned giving program immediately and raising impressive funds. That’s five and six-figure (and even higher) donations that can change the financial picture of your organization.

Even if your organization is tiny. Even if your budget is maxed out and you’re under-staffed. Even if you are a committed introvert. Even if everyone tells you it can’t be done! When you take this fundraising training course, you’ll start confidently building your bequest program immediately.

Five practical how-to modules will help you set up your bequest program and have it running like a machine in just a couple of months:

  1. Getting Started: The Key Things You Need to Know About Bequests and Donors
  2. 4 Cornerstone Tools to Get Your Organization Ready for Bequest Fundraising
  3. Hands Up, Please! How to Find Your Lovely Bequest Donors
  4. Your 3-Step Mini-Plan to Turn Hand-Raisers into Signers
  5. Life-Long Love for Your Most Important Supporters

PLUS — Bonuses and extras designed to help you put your knowledge to work right away, including video interviews with planned giving experts.

“The knowledge Christiana has given me today will mean our leads are not wasted. It means we’ll know who they are and what their connection with us is. And I know what steps to take to continue building a great bequest program.”

Rebekah King, Fundraising Manager, Australia

Get ready to take your fundraising to a new level with Your Complete Roadmap to Raising Money with Bequests. You can trust Moceanic for superior nonprofit communications and fundraising courses online.
This is a self-paced course and is exclusively available to members. Get the best fundraising training today. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 5
CFRE Points: 17
Beginner-Advanced
christiana stergiou
Supporter Connection Survey Course Logo

Supporter Connection Survey: The Most Powerful Fundraising Tool

Discover mid-level and major donors you didn’t know you had. You will be able to uncover millions worth of legacy, monthly, and major gifts and improve your ability to communicate with each donor. This fundraising training course, taught by Sean Triner, is your hands-on guide to creating a survey that’s proven to dramatically increase revenue.

The Supporter Connection Survey will rock your world! And this course will show you how to produce the survey and put the results to work. It frequently QUADRUPLES the value of donations from donors surveyed. Many of our members tell us this is their favorite appeal they’ve ever worked on.

Find out how to ask the right questions that not only engage donors, but also uncover those who are ready to do MORE with you. You’ll find mid-level and even major donors who have been “hiding in plain sight.” You’ll find donors ready to include your organization in their Wills — if you ask!

You’ll learn what your most loyal donors love about your organization. Knowing this — and using it — is donor-centrism taken to a new level!

Four modules, each designed to put your survey to work:

  1. Planning for Your Supporter Connection Survey
  2. Your Survey Questions
  3. Getting the Survey Out the Door
  4. Making It All Count. Handling Responses and Communicating with Your Donors

PLUS — Bonus material that will help you bring your learnings to life, including lots of examples of our members’ successful surveys.

“As a very small charity with 600 donors and two members of staff, this has been the best value, the best training, and potentially, the best long-term initiative that we have ever done. I would highly recommend the course.”

  • Judy Elliot, National Director, International China Concern, UK

Get ready to take your fundraising to a new level with The Supporter Connection Survey course. You can trust Moceanic for superior nonprofit communications and fundraising courses online.

This is a self-paced course and is exclusively available to members. Get the best fundraising training today. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 4
CFRE Points: 13.5
Beginner-Intermediate
sean triner

Take our planned giving training and legacy fundraising course to discover how to build a steady stream of legacy gifts that will be coming in for years. These gifts have the ability to change the financial future of your organization. That’s why in-depth and practical planned giving training is so essential for you and your nonprofit.

Imagine what it would feel like to secure five and six-figure (and even higher) donations. You can make this a reality when you give yourself the gift of bequest and legacy fundraising training. Truth is, your donors want to leave a lasting legacy — so you can help them reach their goals. It starts with the best planned giving training from The Fundraisingology Lab by Moceanic.

So, take the guesswork out of your bequest fundraising. Take a Moceanic legacy fundraising course that will give you the planned giving training you need to secure legacy gifts from your wonderful donors. Access the full catalog of fundraising courses and workshops — and ongoing support from the experts. Plus: connect with the most generous community of fundraisers.

Get the best fundraising training and the support you need to connect with your donors… grow your income… and master your career. Check out The Fundraisingology Lab by Moceanic and start reaching your fundraising goals today.

Courses

Metrics and Measures workshop

Metrics and Measures

This series of two 60-minute workshops will give you the metrics and measures you need for your boss and board. This special fundraising training will give you a range of numbers, calculations, and reports in a way that is easy to understand and super useful. For fundraising geeks and non-geeks alike. With Sean Triner.

In this workshop, you’ll discover:

  • Top level numbers to share with your board
  • How to count your donors properly
  • What fundraisers need to focus on more than ROI
  • How to measure the likelihood of someone donating and the likely size of their gift
  • Metrics for key appeals, campaigns, basic digital, donor acquisition, monthly giving retention, major donor, bequests — and much more

PLUS — Bonus “Your Data Snapshot” spreadsheet that helps you calculate the important numbers to present to your boss and board.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of workshops and fundraising courses online. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 2
CFRE Points: 1
Intermediate-Advanced
sean triner
Donor Care Letters With Love Square

Donor Care Letters with Love

This 60-minute workshop will help you get started with donor care letters. In this fundraising training, you’ll find out if these highly personalized direct mail letters are right for you (and your donors). And you’ll have the basics you need to get started with your very own donor care letter. With Sean Triner.

In this workshop, you’ll discover:

  • What a donor care letter is, if you should send one, who to send it to, and how to create one
  • How this tool can raise more money for your cause by increasing the lifetime contributions by the recipient
  • The elements of your donor care letter pack
  • What to say in your letter and how to say it

PLUS — Bonus workbook with a guide and checklists — and many examples of well-executed donor care letters.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of workshops and fundraising courses online. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1
Beginner-Intermediate
sean triner
Donor Love Made Practical Workshop

Donor Love Made Practical

This 90-minute workshop will help you get into the true donor love mindset. Discover what donor love is all about and what you can do in practice to make it real for your donors. This fundraising training will help you connect better with your donors… so that they give joyfully, again and again. With Jeff Brooks.

In this workshop, you’ll discover:

  • What donor love is really all about
  • Three useful approaches to donor love
  • Three donor love tactics you can apply to your fundraising
  • Five donor love killers that you’ll definitely want to avoid

PLUS — Bonus donor love plan and a guide for writing thank-you messages… and lots of donor love examples.

This workshop is self-paced and is exclusively available to members. Moceanic offers a full catalog of fundraising courses and workshops. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 1
CFRE Points: 1.5
Beginner-Intermediate
jeff brooks
Bequest Course 600

Your Complete Roadmap to Raising Money with Bequests

You can have a solid, successful bequest fundraising program up and running in fewer than 60 days. This legacy training course — taught by planned giving expert Christiana Stergiou — is your quick path to building a steady stream of legacy gifts that will be coming in for years into the future.

Overcome that sense of overwhelm that stops so many fundraisers from starting. When you take this course, you’ll be confidently building your own planned giving program immediately and raising impressive funds. That’s five and six-figure (and even higher) donations that can change the financial picture of your organization.

Even if your organization is tiny. Even if your budget is maxed out and you’re under-staffed. Even if you are a committed introvert. Even if everyone tells you it can’t be done! When you take this fundraising training course, you’ll start confidently building your bequest program immediately.

Five practical how-to modules will help you set up your bequest program and have it running like a machine in just a couple of months:

  1. Getting Started: The Key Things You Need to Know About Bequests and Donors
  2. 4 Cornerstone Tools to Get Your Organization Ready for Bequest Fundraising
  3. Hands Up, Please! How to Find Your Lovely Bequest Donors
  4. Your 3-Step Mini-Plan to Turn Hand-Raisers into Signers
  5. Life-Long Love for Your Most Important Supporters

PLUS — Bonuses and extras designed to help you put your knowledge to work right away, including video interviews with planned giving experts.

“The knowledge Christiana has given me today will mean our leads are not wasted. It means we’ll know who they are and what their connection with us is. And I know what steps to take to continue building a great bequest program.”

Rebekah King, Fundraising Manager, Australia

Get ready to take your fundraising to a new level with Your Complete Roadmap to Raising Money with Bequests. You can trust Moceanic for superior nonprofit communications and fundraising courses online.
This is a self-paced course and is exclusively available to members. Get the best fundraising training today. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 5
CFRE Points: 17
Beginner-Advanced
christiana stergiou
Supporter Connection Survey Course Logo

Supporter Connection Survey: The Most Powerful Fundraising Tool

Discover mid-level and major donors you didn’t know you had. You will be able to uncover millions worth of legacy, monthly, and major gifts and improve your ability to communicate with each donor. This fundraising training course, taught by Sean Triner, is your hands-on guide to creating a survey that’s proven to dramatically increase revenue.

The Supporter Connection Survey will rock your world! And this course will show you how to produce the survey and put the results to work. It frequently QUADRUPLES the value of donations from donors surveyed. Many of our members tell us this is their favorite appeal they’ve ever worked on.

Find out how to ask the right questions that not only engage donors, but also uncover those who are ready to do MORE with you. You’ll find mid-level and even major donors who have been “hiding in plain sight.” You’ll find donors ready to include your organization in their Wills — if you ask!

You’ll learn what your most loyal donors love about your organization. Knowing this — and using it — is donor-centrism taken to a new level!

Four modules, each designed to put your survey to work:

  1. Planning for Your Supporter Connection Survey
  2. Your Survey Questions
  3. Getting the Survey Out the Door
  4. Making It All Count. Handling Responses and Communicating with Your Donors

PLUS — Bonus material that will help you bring your learnings to life, including lots of examples of our members’ successful surveys.

“As a very small charity with 600 donors and two members of staff, this has been the best value, the best training, and potentially, the best long-term initiative that we have ever done. I would highly recommend the course.”

  • Judy Elliot, National Director, International China Concern, UK

Get ready to take your fundraising to a new level with The Supporter Connection Survey course. You can trust Moceanic for superior nonprofit communications and fundraising courses online.

This is a self-paced course and is exclusively available to members. Get the best fundraising training today. Click the button to check out The Fundraisingology Lab by Moceanic.

Modules: 4
CFRE Points: 13.5
Beginner-Intermediate
sean triner

Reviews

Videos

The Supporter Connection Survey Course transformed Judy Elliott’s fundraising and her career:

Get practical training to take your fundraising to the next level.

The Fundraisingology Lab by Moceanic offers smart fundraisers like you training that will help you connect with your donors, increase your income, and master your career.

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