Planned Giving Staff training and coaching

As a truly donor-centred form of fundraising, planned giving demands a unique set of skills that encompass a variety of fundraising activities. The key to success: developing the internal organizational and staff abilities to plan and implement a planned giving marketing process built on direct donor contact.

We work with you to analyze your training needs, design a custom program for your organization, and then provide your team members with the skills they need through a carefully-planned training and mentorship program. By investing in your people, and through them in the future of your program and organization, you empower your organization to reach its full planned giving potential.

We provide:

  • Planned Giving staff training and mentoring
  • Individual sessions or staff groups
  • Estate administration training
  • Donor engagement skills – listening for the gift
  • Strategic planning for your planned giving program

PGgrowth staff are experienced planned giving professionals who know what they’re doing because they have done it successfully often before. Our years of experience can make your working life in your search and selection processes easier, and deliver results you can depend on.

For more information, or to chat with us about this service, contact Ed Sluga at or Sara Moore at Or contact us Toll Free at 833-937-4438