The Strategic Philanthropy Seminar Series 2021–22: Leadership Series, Seminar 1


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

October 21, 2021, 12 pm–1:30 pm EDT

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.

In this seminar you will learn:

  • How to have advanced donor conversations—that is, to work directly with donors to think through their philanthropic dream and structure that gift using their asset base, finishing by creating a plan that can be shared with their financial advisor to put into action.
  • What we miss out on as fundraising professionals when we show up unprepared.
  • How to partner with the donor to lead toward strategic philanthropy gifts.

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