The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Individual Membership)


This series will be an advanced look into how the gift planner (and their organization) can move from straightforward gifts to more complex conversations. We will focus on how to work with the donor to use their assets to support both their families and the causes that they care about.

This membership includes unique log-ins for one individual 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

Being at the table: Strategic gift planning partnerships with your donor

October 21, 2021, 12 pm–1:30 pm EDT via Zoom

What does it mean to be at the table? What skills does a director of planned giving need to have? How can we be proactive and advocate with our donors to be philanthropic advisors? This seminar will be a panel presentation of our experts in strategic philanthropy.

Your presenters: Ed Sluga, Ken Ramsay, Grant Monck, Peggy Killeen

Seminar 2

The essential interpersonal skills to engage in the strategic philanthropy conversation

January 20, 2022, 12 pm–1:30 pm EST

What are the skills needed to be at the table? What capacities should senior fundraising staff be able to harness to help their organization operate at the level of gift planning vs. planned giving?

Your presenters: Ken Ramsay, Peggy Killeen, Rob Henderson

Seminar 3

Understanding the gift planning process: How to skillfully use gift vehicles to facilitate strategic philanthropy

March 10, 2022, 12 pm–1:30 pm EST

This seminar will use in-depth case studies to present various gift vehicles available to the strategic gift planner. If you’ve ever wondered about the intricacies of gift structures, this seminar is for you.

Your presenters: Grant Monck & Doug Puffer

Read our refund & substitution policy here.

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