Understanding how to maximize your database to benefit from your PG opportunity

July 29, 2020 | Podcasts

Ed Sluga is joined again by planned giving thought leader Ken Ramsay as they discuss the most important asset of any organization's fundraising program - their data base. Using data effectively for the advancement of a planned giving program is fundamental to long-term and sustainable success. Ed and Ken discuss the rationale for regular data review and the steps necessary to use your data base to its fullest effect in your program.

The evolution of Planned Giving to strategic philanthropy: is your charity ready

July 13, 2020 | Podcasts

In this first episode of the seventh season of The PGgrowth Planned Giving Podcast, host Ed Sluga discusses the new reality of planned giving programs and their importance to overall fundraising with legacy giving expert and innovator Ken Ramsay. Planned giving as a fundraising channel has gone from a niche secondary funding source to an important main focus of every development program. But what are organizations doing about this new reality and are they ready to lead or be left behind.

Reviewing your Planned Giving program: knowing where you are before you move forward

Oct. 1, 2019

Janice Meighan - in a conversation with Ed Sluga - describes the purpose, process and outcome of a fulsome review of your Planned Giving program. Put simply, it is difficult to start a journey to greater success when you don't know where you are starting from. Janice discusses policies, metrics, reporting and more in what she describes as a 'business unit' of your fundraising program.


Understanding How to Maximize Your Database

Sept. 1, 2019 | Podcasts

PGgrowth Senior Counsel, Ken Ramsay, discusses why and how to examine in a deep and meaningful way, your data and donor bases to find your best prospects for Planned Giving. Ken's decades of experience leading programs asking hundreds of thousands of people across North America for Planned Gifts has provided him with a 'one-of-a-kind' knowledge and expertise in mining data for your best prospects, He is experience is unmatched and his insight is extraordinarily valuable to YOUR Planned Giving program.