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Proactive program

A red heart is passed from one hand to another.

Create a Proactive Program to Sustain Your Organization, PART 2

Despite the evidence of opportunity, desire and verbal commitment, charities are failing to grow and progress their planned giving programs. It is up to us, as professionals in the field, to change this trend.

Create a Proactive Program to Sustain Your Organization, PART 2 Read More

A woman in business casual attire writes on a whiteboard in a boardroom.

Create A Planned Giving Program to Sustain Your Organization, PART 1

Articles, What’s New

Most organizations start with interest and even excitement about advancing the planned giving program. Why doesn’t it translate into action? Ed Sluga uses research and experience in the field to uncover why proactive planned giving programs are the exception rather than the rule in Canada.

Create A Planned Giving Program to Sustain Your Organization, PART 1 Read More

It’s all About Stewardship

Many experts in planned giving might say that it all begins and ends with donor stewardship. Listen to Ed Sluga interview Peggy Killeen – one of those experts – in this episode of the PGpodcast.

It’s all About Stewardship Read More

The Heart of Giving: Planned Giving in a Hospital Foundation

Education Opportunities, Webinars

This on-demand webinar highlights how even though many hospital foundations may be uniquely positioned to receive planned gifts already, they may not be fully benefitting from this opportunity. Watch now to learn what it takes to build a proactive planned giving program in a hospital foundation.

The Heart of Giving: Planned Giving in a Hospital Foundation Read More

Strategic Philanthropy in the Comprehensive Campaign

Premium, Webinars

To access this post, you must purchase Premium Resource Membership Organization, Premium Resource Membership Individual, The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Organizational Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Organizational Membership) or The Strategic Philanthropy Seminar Series 2021–22 Bundle: Leadership + Foundations Series (Individual Membership).

Strategic Philanthropy in the Comprehensive Campaign Read More

Strategic Mining of your Database for Planned Giving Success

Premium, Webinars

To access this post, you must purchase Premium Resource Membership Organization, Premium Resource Membership Individual, The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Organizational Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Organizational Membership) or The Strategic Philanthropy Seminar Series 2021–22 Bundle: Leadership + Foundations Series (Individual Membership).

Strategic Mining of your Database for Planned Giving Success Read More

Hands cup a 3D heart shape while also holding another person's hands

Creating Your Integrated Planned Giving Program Part 2

Foundations Series, Premium, Webinars

To access this post, you must purchase Premium Resource Membership Organization, Premium Resource Membership Individual, The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Organizational Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Organizational Membership), The Strategic Philanthropy Seminar Series 2021–22 Bundle: Leadership + Foundations Series (Individual Membership) or The Strategic Philanthropy Seminar Series 2021–22: Foundations Series, Seminar 3.

Creating Your Integrated Planned Giving Program Part 2 Read More

A team places their hands over each other in the centre of the circle

Creating Your Integrated Planned Giving Program Part 1

Foundations Series, Premium, Webinars

To access this post, you must purchase Premium Resource Membership Organization, Premium Resource Membership Individual, The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Organizational Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Organizational Membership), The Strategic Philanthropy Seminar Series 2021–22 Bundle: Leadership + Foundations Series (Individual Membership) or The Strategic Philanthropy Seminar Series 2021–22: Foundations Series, Seminar 2.

Creating Your Integrated Planned Giving Program Part 1 Read More

Two hands cup a seedling to be planted in a garden

What is a Truly Proactive Planned Giving Program? And Where Do You Start?

Foundations Series, Premium, Webinars

To access this post, you must purchase Premium Resource Membership Organization, Premium Resource Membership Individual, The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Organizational Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Organizational Membership), The Strategic Philanthropy Seminar Series 2021–22 Bundle: Leadership + Foundations Series (Individual Membership) or The Strategic Philanthropy Seminar Series 2021–22: Foundations Series, Seminar 1.

What is a Truly Proactive Planned Giving Program? And Where Do You Start? Read More

The integrated donor journey

The Integrated Donor Journey

Premium, Webinars

To access this post, you must purchase Premium Resource Membership Organization, Premium Resource Membership Individual, The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Leadership Series (Organizational Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Individual Membership), The Strategic Philanthropy Seminar Series 2021–22: Foundations Series (Organizational Membership) or The Strategic Philanthropy Seminar Series 2021–22 Bundle: Leadership + Foundations Series (Individual Membership).

The Integrated Donor Journey Read More

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Bequests Blended gifts Business case for planned giving Campaign Caroline Banadar Case for support Case study Colleen DeJager Convincing your board Database Donor Advised Funds Donor retention Donors Doug Puffer Ed Sluga Estate administration Fundraising conversations Grant Monck Hospital Independent school Integrated fundraising Jane Jamieson Ken Ramsay Linda Henry Major gifts Making the ask Marketing tactics National charity Neil Williams Our partners Peggy Killeen Philanthropy Planned giving planned giving research Proactive program Prospect research Recession fundraising Recession proof fundraising Starting a planned giving program Stewardship Strategic philanthropy Sustainability Theresa Butler-Porter Values Worthy & Prepared

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