The Strategic Philanthropy Seminar Series 2023: Driving Forward (Individual Membership)
A planned giving roadmap: How to drive forward the capacity and sustainability of your program
This series is for those individuals wishing to build a planned giving program that is right-sized for their organization, including understanding how to assess program design options and industry benchmarks.
This membership includes a unique log-in for one individual to attend four live seminars held in the fall of 2023, plus access to our premium resource library that includes the recording of each seminar, previous years’ seminars, and additional samples and templates. This access is available until December 31, 2023.
Planned giving program design: drive forward the RIGHT one for your organization
October 12, 2023, 12:30–1:30 pm EDT
What does a national organization need? A local organization? Would your program be considered an active one or a passive one? Look beyond benchmarking your organization against your peers and start to understand what is the right fit for YOUR organization.
Your presenter: Ed Sluga
Optimizing your program: using data to assess your potential
October 19, 2023, 12:30–1:30 pm EDT
How do you assess your organization’s planned giving maximum velocity? What could you expect if your program was optimized? This conversation explores your database, and then makes the case for what is truly possible.
Your presenter: Ken Ramsay
The planned giving team: Engaging your stakeholders and developing your professional skills
October 26, 2023, 12:30–1:30 pm EDT
How do you make change happen at your organization? No matter where you fall in the organizational chart, we’ll offer concrete strategies to influence others and set your whole team up for success.
Your presenter: Peggy Killeen
Next level skills: Understanding the strategic philanthropy of blended gifts
November 2, 2023, 12:30–1:30 pm EDT
Have you got the strategic philanthropy knowledge and skills to match your professional abilities to your organization’s need? Understand how to create strategic philanthropy through gift planning, ensuring both the donor and the organization move forward together.
Your presenter: Grant Monck