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

In this seminar you will learn:

  • How to engage new donors in your planned giving program – what marketing plans and tactics make the most sense for your organization.
  • The often-forgotten art of engaging the humanness of our donors – donor recognition and stewardship.
  • Necessary policies and procedures for a planned giving program – keeping your donors and staff out of potentially dangerous areas.
  • How we honour a donor’s gift by ensuring their intentions are followed – understanding gift administration.

Your presenters: Colleen DeJager & Peggy Killeen

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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