RESOURCE CENTRE


The Strategic Philanthropy Seminar Series - 2020/21

Aug. 19, 2020 |

By The PGgrowth Team

PGgrowth Education - enhancing your program, advancing your career  

Join us for an advanced series on how to integrate planned giving strategy into your organizational fundraising program.  

We know that planned giving has been in a ‘silo’ for a long time, but in the real world, philanthropy should be about the donor, not the fundraising channel of revenue. Make your organization a leader in this donor-focused approach.  

As Canada’s senior consultants in planned giving, PGgrowth brings unmatched experience and expertise to these highly informative seminars. With real time case studies and follow up templates, resources and working documents, leave with an understanding of how to immediately lead your strategic philanthropy program to new levels of excellence.  

Webinars Series learning outcomes: 

  1. Integration of planned giving and strategic philanthropy to be an organic extension of YOUR donor’s journey including 
    • using asset giving in your capital campaign 
    • understanding the process of blended gift asks
    • understanding that anyone in your donor base can become a major philanthropist to your organization through a gift in their estate
  2. Establishment for rationale for your board and senior management to enhance your program to meet the coming generation of asset giving to charity 
  3. Build your career and professional approach to the reality of strategic philanthropy today and for the future 
  4. A chance to provide your organization as a case study for real time examples of how to reposition a program.  

Participants will have access 'live' online and through recordings after the session.

REGISTRATION OPENS August 31, 2020

Individual Fee – FULL SERIES - Includes one login
$280.00
CLICK TO REGISTER
 
Organization Fee – FULL SERIES ONLY
Includes three or more unique logins for the entire series
$580.00
CLICK TO REGISTER
 
Individual Fee for Specific Sessions
Includes one login
$50.00
SEE BELOW FOR INDIVIDUAL SESSIONS AND CANCELLATION POLICY

Upon receiving payment, PGgrowth will send a registration link for the session 14 days prior to the event date. See bios of our speakers at the bottom of this page!

UP NEXT IN THE 2020/21 SERIES

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Date:              December 3, 2020
Time:             12 noon to 1:30 p.m. EST
Presenters:   Ed Sluga, President and Managing Consultant and Ken Ramsay, Senior Counsel

CLICK HERE TO REGISTER!

The most important asset your organization has – after its brand – is its data base. Within it is a transformational opportunity for revenue from planned giving. Discover the step by step process to reveal and utilize this powerful information for the benefit of your organization mission to make the world a better place. 

Who should attend: 

  • VPs of Development or Philanthropy 
  • Directors of Development 
  • Directors of Stewardship 
  • Directors of Planned Giving 
  • Planned Giving Professionals 

Learning outcomes (3 bullets):  

  1. Find the planned giving opportunity within your donor base 
  2. Determine those within your donor base that have the highest propensity to create a planned gift 
  3. The steps your organization can take to ensure data processes to develop ongoing donor identification to feed your planned giving prospect pipeline 

Date:                     Jan 21, 2021 
Time:                     12 noon to 1:30 p.m. EST
Presenters:        Ed Sluga, President and Managing Consultant and Julia Magnuson-Ford, VP and Senior Consultant

CLICK HERE TO REGISTER!

The very process of developing a case for support can be used to investigate and provide clarity on how and why individuals should support your organization with a planned giving. A case for support is created to inspire support both internally and externally, be a communications tool acting as a discussion document with prospects, be a marketing tool, be used to train and motivate staff, assist in the fundraising planning process associated with the Legacy Giving Program and, be a resource document when developing proposals. This document is IMPERATIVE for any truly proactive planned giving program. 

Who should attend: 

  • Directors of Development 
  • Directors of Stewardship 
  • Directors of Marketing and Communications 
  • Directors of Planned Giving 
  • Planned Giving Professionals 

Learning outcomes (3 bullets):  

  1. How the planned giving case for support differs from your other marketing narratives and how it can integrate into your overall marketing messaging 
  2. How to develop a case for support that will inspire donors and lead to gifts 
  3. How the process of creating a case for support for planned giving with help change the internal attitudes and focus on the planned giving program 

Date:                     Feb 18, 2021 
Time:                     12 noon to 1:30 p.m. EST
Presenters:        Ken Ramsay, Senior Counsel and Grant Monck, Senior Counsel

CLICK HERE TO REGISTER!

Recent research has proven something that fundraisers have known for many years: most wealth is held in assets. This means that all philanthropy professionals need to understand how this fact effects how they ask donors for support and what they ask for to fund the giving priorities.  

Who should attend: 

  • VPs of Development or Philanthropy 
  • Directors of Major Giving/Campaigns 
  • Major Giving/Campaigns Managers and Officers 
  • Directors of Planned Giving 
  • Planned Giving Professionals 

Learning outcomes (3 bullets):  

  1. Understand how donors hold wealth and the processes of engaging them to secure these gifts 
  2. Learn about gift strategies that are flexible and donor centered that allow for significant impact through asset gifts 
  3. Learn the steps to becoming a ‘gift advisor’ for your organization’s donors 

Date:                     Mar 18, 2021 
Time:                     12 noon to 1:30 p.m. EST
Presenters:        Doug Puffer, Senior Counsel and Grant Monck, Senior Counsel

CLICK HERE TO REGISTER!

With more and more wealth being held in assets and with donors wanting to make a holistic gift to benefit your organization, blended gifts are not only important, they are imperative. The strategy of blended gifts must be part of each channel of philanthropic revenue – leadership, major and estate giving. Integrating these strategies will ensure transformational giving to your organization for today and for the future. 

Who should attend: 

  • VPs of Development or Philanthropy 
  • CFOs 
  • Directors of Major Giving/Campaigns 
  • Major Giving/Campaigns Managers and Officers 
  • Directors of Planned Giving 
  • Planned Giving Professionals 

Learning outcomes (3 bullets):  

  1. Learn the structures and strategies of planned gifts 
  2. Asset gift opportunities and how to present them to donors
  3. Changing the organizations approach to asking for gifts as a first step to engaging donors

Date:                     Apr 15, 2021 
Time:                     12 noon to 1:30 p.m. EST
Presenters:        Doug Puffer, Senior Counsel andLinda Henry, VP and Senior Consultant

CLICK HERE TO REGISTER!

Summary (2-3 sentences): Traditional capital campaigns have been transforming over the recent years as donors increasingly use assets to contribute to your organization. Now, as the realization that these types of asset gifts are imperative to securing campaign targets and, as those targets increasingly include substation endowment fund goals, understanding strategic philanthropy and its place within the new capital campaign is essential for any professional involved with these programs.  

Who should attend: 

  • VPs of Development or Philanthropy 
  • Directors of Major Giving/Campaigns 
  • Major Giving/Campaigns Managers and Officers 
  • Directors of Planned Giving 
  • Planned Giving Professionals 

Learning outcomes (3 bullets):  

  1. Building a campaign plan that includes strategic philanthropy and the long-term sustainability of the organization 
  2. Understand the place of planned giving and its role within strategic philanthropy 
  3. Understand the way that strategic philanthropy can engage donors to make even large gifts to your campaign when the organization views them as partners in the future 

PREVIOUS WEBINARS IN THE 2020/21 SERIES

Date:                  Oct 1, 2020 
Time:                 12 noon to 1:30 p.m. EST
Presenters:        Ed Sluga, President and Managing Consultant and Linda Henry, VP and Senior Consultant

Individual Fee for Session 1 - The Integrated Donor Journey
Includes one login
$50.00
CLICK TO REGISTER

The journey a donor takes with your organization is one that moves beyond the traditional notions of annual fund, major giving and planned giving. Donors are not part of your various fundraising programs – they consider themselves supporters of your mission. From acquisition to estate gift, learn how the donor journey toward maximizing ‘donor value’ is the new normal for fundraising programs. 

Who should attend: 

  • VPs of Development or Philanthropy 
  • Directors of Development 
  • Directors of Stewardship 
  • Directors of Planned Giving 
  • Planned Giving Professionals 

Learning outcomes (3 bullets):  

  1. The moves management of the donor journey and knowing when the transition from fundraising to philanthropy occurs 
  2. Use of enhanced stewardship and becoming partners with your donor 
  3. How to focus on acquisition of new donors as the beginning of a fully realized donor journey 

Date:                     Oct 22, 2020 
Time:                     12 noon to 1:30 p.m. EST
Presenters:        Ken Ramsay, Senior Counsel and Peggy Killeen, Senior Consultant

CLICK HERE TO REGISTER!

Often times fundraising professionals are the greatest obstacle to successful planned giving programs. Their ‘inner fear’ keeps them from engaging with donor that are both willing and happy to discuss creating a future gift through their estate. Learn how to quiet the voice within and reach out to those who wish to create a lasting legacy for your organization. 

Who should attend: 

  • Directors of Major Giving/Campaigns 
  • Major Giving/Campaigns Managers and Officers 
  • Directors of Planned Giving 
  • Planned Giving Professionals 

Learning outcomes (3 bullets):  

  1. Understand what causes discomfort in planned giving discussions. 
  2. Steps and strategies to help move you toward donor engagements 
  3. The best way to make every interaction a ‘warm call’ so that each prospect is seen as a willing partner of your organization

Date:                     Nov 19, 2020 
Time:                     12 noon to 1:30 p.m. EST
Presenters:        Ed Sluga, President and Managing Consultant and Linda Henry, VP and Senior Consultant

CLICK HERE TO REGISTER!

Planned Giving works as a fully operational development process within the larger fundraising program. This session with explain the ‘Planned Giving flow chart’ in detail and show how when properly activated it advances your program to meet its long-term goals with defined yearly objectives, deployed tactics and realistic and achievable measures. 

Who should attend: 

  • VPs of Development or Philanthropy 
  • Directors of Development 
  • Directors of Stewardship 
  • Directors of Planned Giving 
  • Planned Giving Professionals 

Learning outcomes (3 bullets):  

  1. The channels of planned giving marketing and how to ensure that your program is operating on all levels of donor engagement 
  2. How to determine the best way to integrate your program to ensure that planned giving is a natural extension to your fundraising program 
  3. Planned giving program pipeline theory and how various methods of operating a proactive program related to your organization’s planned giving opportunity balancing your staff allotment and program budget  

 

Bios of your Presenters:

Linda Henry 
Vice President of Operations and Senior Consultant 

Linda Henry joins our Senior Management Team as Vice President of Operations. As an accomplished Senior Executive in the charitable sector, Linda has held positions of Vice President and Chief Executive Officer in large charitable organizations. Linda brings more than 20 years of healthcare, mental healthcare and social service sector fundraising expertise. She has successfully led numerous campaigns and projects, including a $60 million capital campaign, and played a pivotal role in securing a $50 million gift which was the largest gift to a community hospital at that time. Linda has tremendous experience in planned and major giving as well as in organizational operations.  

Linda has been responsible for leading strategic fundraising programs, developing effective marketing campaigns and creating innovative donor engagement initiatives. She is a trusted, seasoned executive expert with the ability to lead successful major and planned gifts solicitation programs and strategically position philanthropy teams for impactful success. Linda provides strong support for senior volunteers and campaign cabinet members in the solicitation process. Linda is a strategic leader with knowledge of change management dynamics and experience to maximize operational profiles and increase fund generation. She has a genuine passion for fundraising and deep experience in major, transformational and planned gifts. 

Linda will be helping PGgrowth continue to deliver exceptional services to our clients while further developing our position as Canadian leaders in strategic philanthropy through Planned Giving. 

Contact Linda at 647-395-0955 or at linda@pggrowth.com 

 

Peggy Killeen, Senior Consultant

Peggy Killeen, CFRE, has over 30 years of leadership experience in the creation, management and evaluation of diverse non-profit programs, as well as in raising significant funds for them. Her mission is to work with charities to increase the capacity of their organisations to build and sustain fundraising revenue. Her consultancy work focuses on program development, training and coaching, particularly in the areas of planned giving and donor relations. 

Peggy’s career began in South Africa, working for local advocacy, human rights and community organizations. She has also worked for international agencies in Central Africa and the former Yugoslavia. In Canada her focus has been on fundraising for healthcare and education, where she has held senior leadership positions. 

Planned giving is Peggy’s passion. She has served as a Director on the Boards of both the Canadian Association of Gift Planners (CAGP) and the CAGP Foundation, and now works part time for the CAGP Foundation as its Development Director. She also served on the executive of the CAGP Montreal Chapter and is currently one of their mentors. In 2020 she was given the Friend of CAGP Award in recognition of her significant contribution to the advancement of strategic charitable giving both on a local and national scale. Peggy believes that legacy giving is the future of generosity, and presented this concept in her Frank Talk from the 2018 CAGP conference. Her motto is “Planning to change the world for the better!”

Contact Peggy at 514-575-4927 or peggy@pggrowth.com

 

Julia Magnuson-Ford, Vice President of Business Development

Julia Magnuson-Ford joins the Senior Management Team as Vice President of Business Development. Most recently, Julia has been working as PGgrowth’s Project Manager.  

Julia is a project manager and coach, with a wide breadth of experience working for and with non-profit organizations. She began her non-profit career learning to drive the forklift at her local food bank, which led to a position at the national association of food banks. Her sector experience includes managing complex mail-phone legacy giving campaigns for Canadian and American charities, including hospitals; universities; and environmental, social service, and arts organizations. Most recently, she has enjoyed working with non-profits at the other end of the scale, helping small shops take fundraising baby steps into planned giving through private consulting work alongside her father. 

Julia’s education includes a Bachelors of Arts majoring in international development studies and politics, and a Masters of Arts in political science with a major research focus on understanding non-profit & government relations in Canada. An avid traveler, Julia worked as an international volunteer with Cuso International for 18 months, who sent her to Jamaica to help expand their program into the western end of the island. She fell in love, with the island and a man, and now spends much of her time there on her partner’s sailboat. When in Canada, the Sunshine Coast in British Columbia is her home base. 

In this new role, Julia will be building on the success we have had during our first decade working with charities across Canada, streamlining our systems to help us serve more clients better in our position as Canadian leaders in strategic philanthropy.  

Contact Julia at julia@pggrowth.com

 

Grant Monck LL.B., Senior Counsel

Grant Monck LL.B. Senior Counsel with PGgrowth, has over twenty years of experience as a board member, gift planner and senior fundraiser with conservation, education and health organizations across Canada. Grant’s fundraising experience includes working on annual, capital and endowment campaigns, communications and government relations. Specific expertise in major gift fundraising and gift planning. Working with staff and volunteer teams has been key to his success.

After being called to the law societies of British Columbia and Ontario, Grant’s fundraising career began in 1995 when he developed the planned giving program for the Canadian Cancer Society. Grant then headed the gift and estate planning program for the University of British Columbia. As a member of CAGP, Grant has held the positions of National Education Chair and Chair of the Greater Vancouver Chapter. Grant is currently Chair of the National Government Relations Committee. Grant has presented the Original Gift Planning course, Gift Planning Fundamentals course and spoken at National CAGP conferences since 1996. He was named a Friend of CAGP in 2016 for his advancement of strategic charitable giving on a national scale.

Grant established a private consulting firm in 2014 based in Vancouver providing services to community and hospital foundations, education, environmental, health, indigenous, religious and social service organizations in the areas of gift planning, major gift campaigns, government relations and overall strategic planning.

Grant greatly looks forward to assisting clients of PGgrowth in British Columbia and across Canada as a Senior Counsel in the area of gift planning.

Contact Grant at 778-875-6220 or grant@pggrowth.com

 

Doug Puffer, Senior Counsel

A Senior Consultant with PGgrowth, Doug is a recognized expert in planned giving in Canada with over 26 years of fundraising success in higher education and environmental conservation.  Doug takes a scientific, systematic approach to the business of planned giving that speaks to his education and training in biology.  He has learned from experience that an honest and artful connection with donors and their advisors will build relationships for charity that result in loyal support and joyful legacy giving. Until recently the Director of Planned Giving for Simon Fraser University, Doug is now Director, Personal and Planned Giving at Carleton University.

A national board member for CAGP and a past mentor with the Greater Vancouver CAGP Roundtable, Doug shares his knowledge through his workshops and seminars on legacy marketing, stewardship, international planned giving, and managing gifts of real estate. His well-researched presentations are regulars at CAGP, AFP, STEP & CASE conferences. Doug has written numerous technical articles and donor stories for Gift Planning in Canada and other publications.

Contact Doug at 613.286.7694 or doug@pggrowth.com

 

Ken Ramsay, Senior Counsel

Ken Ramsay is Senior Counsel with PGgrowth and is one of the most experienced fundraising professionals in North America. Ken is committed to empowering those who empower others. He does this through consulting, speaking, training, teaching and conducting workshops for fundraisers, foundation staff, Boards and volunteers.

He was the founding Chair of the Canadian Association of Gift Planners and led the planned giving marketing company Legacy Leaders for 18 years securing commitments for over $2.5 billion for North American charities. Ken now teaches as part of the fundraising management, post-graduate course at Humber College in Toronto, Canada.

He has recently released a book Empowerment Dialogue – A New Approach to Fundraising and is the creator of the comic strip Gerald Bear, Fundraiser, distributed around the world.

Contact Ken at 647.299.1071 or ken@pggrowth.com

 

Ed Sluga, CFRE - President and Co-Founder
Ed Sluga, CFRE, President and Managing Consultant is also co-founder of PGgrowth Inc. Ed is one of Canada's most experienced Planned Giving professionals. An innovator and thought leader in the sector for over 25 years, Ed has helped hundreds of organizations develop and benefit from long-term, sustainable, and proactive fundraising and Planned Giving programs. Focusing on developing organizational structures and operations so that they are positioned to experience success for the long-term, Ed's chief motivation is helping organizations achieve the goals of their mission within their communities.

Ed has an unmatched perspective on the development and Planned Giving approaches available to organizations. Ed is the co-author of Worthy and Prepared along with Peter Barrow, host of the PGgrowth Planned Giving podcast, Professor with the Humber College Fundraising Management Program and a regular presenter of the AFP Fundraising Fundamentals Course.

Contact Ed at 519-760-6964 or ed@pggrowth.com


Cancellation policy for non-profit and individual seminar series memberships:

PGgrowth will issue full refunds for non-profit and individual seminar series memberships who cancel up before September 13 less a $45 processing fee.

Registrant substitutions: Registrants have the option to send another person rather than attend a seminar themselves. Please notify PGgrowth of the substitution as soon as feasible.

No shows: If a registrant is unable to attend a seminar and has not canceled within three business days or designated a substitute, their payment will not be refunded.

PGgrowth reserves the right to cancel any seminar or substitute presenters for any reason. If PGgrowth cancels an event, they will send a notice to the registrants and offer an alternative date.

Cancellations received 14 days after the first seminar (September 17th 2020), PGgrowth will issue a 50% refund for non-profit and individual seminar series memberships.

Cancellation policy for individual seminars (one-time event)

PGgrowth will issue full refunds for cancellation up to 3 business days prior to the event less a $10 processing fee.

Registrant substitutions: Registrants have the option to send another person rather than attend a seminar themselves. Please notify PGgrowth of the substitution as soon as feasible.

No shows: If a registrant is unable to attend a seminar and has not canceled within three business days or designated a substitute, their payment will not be refunded.

PGgrowth reserves the right to cancel any seminar or substitute presenters for any reason. If PGgrowth cancels an event, they will send a notice to the registrants and offer an alternative date.

 


       

 

 

 

Valid for CFRE continuing education credits

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