The Strategic Philanthropy Seminar Series 2023: Driving Forward (Organizational Membership)


Foundations of strategic philanthropy: The inner workings of a proactive integrated planned giving program

This series is for those organizations wishing to establish and launch a truly proactive and integrative planned giving program, or those wanting to check on the status of their program against industry benchmarks.

This membership includes unique log-ins for three or more individuals at the same organization to attend four live seminars held over the fall of 2023, plus access our premium resource library that includes the recording of each seminar once they are completed, previous years’ seminars, and additional samples and templates, until December 31, 2023.


Series details:

Seminar 1

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

Seminar 2

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

Seminar 3

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

Seminar 4

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

Read our refund & substitution policy here.

Scroll to Top