The Strategic Philanthropy Seminar Series 2021–22: Foundations Series, 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?

In this seminar you will learn:

  • What a staffing plan looks like for an integrated program (includes a calculator to adjust staffing needs based on the size of your donor base).
  • What items to consider when creating a budget that supports an integrated planned giving program.
  • How to handle reporting and projections, ensuring these tools give you an accurate picture of your organization.
  • How to secure a commitment from your leadership team, what they really need to know, and why this matters.

Your presenters: Linda Henry & Jane Jamieson

This purchase includes one unique log-in for live access to the seminar, and access to the replay until June 2022. It does not include access to other materials in our Premium Resource Library.

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