Are you missing out on the largest gifts of your career as a fundraiser?

Learn to help your donors tap into resources they didn't know they had to fund ministry.

Your highest capacity donors hold 90% of their wealth in assets. As a Development Officer, are you equipped to help these donors realize the potential of these assets for funding ministry?

The challenge

The Solution

Asset Giving University is an elite training program designed for experienced development officers working with major gift donors.

Get equipped with the knowledge, skills, and confidence to unlock transformational gifts through non-cash asset donations.

Why asset giving matters

Did you know?

Over 90% of wealth is held in non-cash assets

Yet most charitable gifts are made in cash

By mastering asset giving strategies, you can:

The Asset Giving University experience

Asset Giving University is designed to equip you with the knowledge, skills, and confidence to unlock transformational gifts through non-cash asset donations.

Program Structure

You’ll learn key concepts, connect with industry experts, and put into practice new ideas and tools you can use on the job immediately.

What You'll Gain

At the end of the program, you’ll emerge thoroughly equipped with the skills to play a key role in steering donors toward greater generosity with asset and estate gifts.

Technical Expertise
Master the intricacies of gifting various asset types, including real estate, business interests, and complex securities.
Strategic Insight
Learn to identify prime opportunities for asset gifts within your donor base.
Conversation Skills
Develop the confidence to initiate and guide discussions about non-cash giving with high-capacity donors.
Holistic Understanding
Grasp the interplay between asset giving, estate planning, and long-term donor relationships.

Course Overview

Embark on a transformative journey...

Begin by exploring the spiritual foundations that underpin your unique calling.

Discover how to weave the Generosity Theory of Change into your donor relationships, fostering a deep understanding of generosity as a path to spiritual growth.

Learn how to explore your own money story, peeling back layers to reveal hidden barriers that may hinder your connection with donors.

Gain the mindset you need to approach each donor meeting with the compassionate heart of Jesus, free from judgment or intimidation.

This journey will transform you into a skilled and compassionate fundraiser, equipped to guide donors toward giving that resonates with their faith and values.

What you'll learn:

Pastoral conversation skills

Equip yourself to navigate the evolving landscape of Christian giving with biblical principles and their practical implications. Develop the ability to lead meaningful discussions about giving, business, and family dynamics. Learn to guide inheritance conversations that captivate donors through the art of storytelling. Finally, learn to more effectively build “ecosystems of generosity” among donors.

Asset giving technical knowledge

Understand the nuances of donating retirement assets, real estate, and privately held business interests. Familiarize yourself with donor-advised funds and supporting organizations and learn to collaborate more effectively with private foundations. Become conversant in the tax implications of different asset types and corporate structures. Learn how to read and present technical gift illustrations to donors and how to work with a donor’s financial and legal professionals.

Charitable Estate Design Fundamentals

Grasp the essentials of trusts and testamentary giving strategies. Explore the intricacies of charitable gift annuities, remainder trusts, and lead trusts. And while you are having planned giving conversations, learn how to lead donors into discussions about giving assets during life. Most importantly, develop the skills to engage donors in these crucial estate conversations, ensuring their legacy aligns with their deepest values and aspirations.

Hear what people are saying about AGU

“AGU really opened my eyes to the exponential growth possible by focusing more on asset giving. Several lightbulbs turned on and it was more beneficial that I expected. I have lots to review and practice.”

“I appreciated AGU’s approach. I had recently attended a secular fundraising workshop, and the experience there felt very aggressive. These seminars, however, were such a refreshing change and a much better fit for me. It was a perfect balance of learning, connection, and encouragement. I have fresh understanding of the many ways we can minister to our supporters and help them make kingdom-building donations.”

“I’ve been in fundraising for 40 years and I’m seeing opportunities I’ve missed. This training on asset-based giving has really challenged me to ask deeper and more meaningful questions with donors. I’ve talked with business owners about their business but I never really got into their long -term vision and their own legacy planning. One of the things I’m walking away from this training with is how to ask these questions that take us down the road of discovery and how to introduce these topics in a natural conversational way.”

“The AGU program created a framework before getting into the more technical details of asset giving, which was smart. This reinforced my focus on being donor centric, especially asking about our donors’ businesses.”

“I’m honestly sad that I haven’t learned about asset giving earlier in my role as a fundraiser. So grateful for the equipping and care AGU is providing to ministry leaders. I’m reminded of the pastoral role I have in the lives of our stakeholders. The relationships I’m forming in the cohort have been great and I’m learning as others ask questions.”

More Testimonials

Is Asset Giving University right for you?

Asset Giving University is an elite, groundbreaking training program designed specifically for:

To ensure a personalized experience, space is limited

Secure your spot

Regular Registration Rate: $5,000

Don't miss this opportunity to transform your approach to major gifts and drive unprecedented growth for your organization.

Private Program Option

Ask us about bringing Asset Giving University as a private offering to your donor development team! Private programs can run with a minimum of 10 participants. Contact us for more details