The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Individual Membership)
Foundations of strategic philanthropy: The inner workings of a proactive integrated planned giving program
This series is for those organizations wishing to establish and launch a truly proactive and integrative planned giving program, or those wanting to check on the status of their program against industry benchmarks.
This membership includes unique log-ins for one individuals to attend three live seminars held over the 2021–22 season, plus our premium resource library that includes the recording of each seminar once they are completed, previous years’ seminars, and additional samples and templates.
Read more detailed descriptions of each seminar.
What is a truly proactive planned giving program? And where do you start?
November 18, 2021, 12 pm–1:30 pm EST
Our experience over time has helped the PGgrowth team develop a very clear understanding of what it takes to create a planned giving program at a charitable organization. While implementing marketing materials or short-term campaigns will bring in some results, to create a self-sustaining pipeline of planned gifts, a full program is absolutely necessary.
Your presenters: Ed Sluga & Neil Williams
Considering and creating your integrated planned giving program, part 1: How do we engage with staff and board stakeholders?
February 10, 2022, 12 pm–1:30 pm EST
This seminar is all about the internal workings of an effective planned giving program. We know that we’re not supposed to be fundraising in a silo, but what are the organizational processes and structures that are needed to support a robust planned giving pipeline at a nonprofit organization?
Your presenters: Linda Henry & Jane Jamieson
Considering and creating your integrated planned giving program, part 2: How do we engage with our donors and their gifts?
April 21, 2022, 12 pm–1:30 pm EST
This seminar focuses on how we represent our planned giving program activities with our donors. The planned gift requires a relationship orientation, as opposed to a transactional orientation. Keeping up sustained engagement with donors for many years (and with their estate after their death) may seem overwhelming for organizations with very little staff support. Learn from our seasoned experts how to develop a program built on best practices and strategic decision making.
Your presenters: Colleen DeJager & Peggy Killeen