The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Organizational 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 three or more individuals at the same organization 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.

Series details:

Seminar 1

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

Seminar 2

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

Seminar 3

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

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