We are pleased to present an on-demand approach for professionals who want to build their strengths in strategic philanthropy. Membership includes one year of access to our premium resource library, which includes past seminars, templates and samples focused on building an integrated planned giving program, and LIVE access to our planned giving experts. These resources include a mix suitable for organizations just starting along their planned giving journey, and those geared towards more senior professionals in the field.
All seminars are available on demand and include a downloadable slide deck and any additional resources provided by the presenters.
What Is a Truly Proactive Planned Giving Program? And Where Do You Start?
Our experience over time has helped the PGgrowth team develop a very clear understanding of what it takes to create a planned giving program at a charitable organization. While implementing marketing materials or short-term campaigns will bring in some results, to create a self-sustaining pipeline of planned gifts, a full program is absolutely necessary. Presenters: Ed Sluga, Neil Williams
The Integrated Donor Journey
The journey a donor takes with your organization is one that moves beyond the traditional notions of annual fund, major giving and planned giving. Donors are not part of your various fundraising programs – they consider themselves supporters of your mission. From acquisition to estate gift, learn how the donor journey toward maximizing ‘donor value’ is the new normal for fundraising programs. Presenters: Ed Sluga, Linda Henry
Blended Gifts: Discussions, Proposals and Securing & Writing Agreements
With more and more wealth being held in assets and with donors wanting to make a holistic gift to benefit your organization, blended gifts are not only important, they are imperative. The strategy of blended gifts must be part of each channel of philanthropic revenue – leadership, major and estate giving. Integrating these strategies will ensure transformational giving to your organization for today and the future. Presenters: Doug Puffer, Grant Monck
Asset Giving: The Future of Fundraising
Recent research has proven what fundraisers have known for many years: most wealth is held in assets. This means that all philanthropy professionals need to understand how this affects how they ask donors for support and what to ask for to fund the giving priorities. Presenters: Ken Ramsay, Grant Monck
Case for Support Redux: It’s About the Why
The very process of developing a case for support can be used to investigate and provide clarity on how and why individuals should support your organization with a planned gift. A case for support is created to inspire support both internally and externally, to be a communications tool as a discussion document with prospects, to be a marketing tool, to train and motivate staff, to assist in the fundraising planning process associated with your legacy giving program, and to be a resource document when developing proposals. This document is IMPERATIVE for any truly proactive planned giving program. Presenters: Ed Sluga, Julia Magnuson-Ford
Strategic Mining of Your Database for Planned Giving Success
The most important asset your organization has – after its brand – is its database. Within it is a transformational opportunity for revenue from planned giving. Discover the step-by-step process to reveal and utilize this powerful information for the benefit of your organizational mission to make the world a better place. Presenters: Ed Sluga, Ken Ramsay
Strategic Marketing of Your Planned Giving Program
Planned giving works as a fully operational development process within your larger fundraising program. This session explains the planned giving flow chart in detail and shows how when properly activated it advances your program to meet your long-term goals with defined yearly objectives, deployed tactics and realistic & achievable measures. Presenters: Ed Sluga, Linda Henry
Your Planned Giving Fears and How to Fix Them
Oftentimes fundraising professionals are the greatest obstacle to successful planned giving programs. Their ‘inner fear’ keeps them from engaging with donors that are both willing and happy to discuss creating a future gift through their estate. Learn how to quiet the voice within and reach out to those who wish to create a lasting legacy for your organization. Presenters: Ken Ramsay, Peggy Killeen
Considering and Creating Your Integrated Planned Giving Program, Part 1: How Do We Engage with Staff and Board Stakeholders?
This seminar is all about the internal workings of an effective planned giving program. We know that we’re not supposed to be fundraising in a silo, but what are the organizational processes and structures that are needed to support a robust planned giving pipeline at a nonprofit organization? Presenters: Linda Henry, Jane Jamieson
Considering and Creating Your Integrated Planned Giving Program, Part 2: How Do We Engage with Our Donors and Their Gifts?
This seminar focuses on how we represent our planned giving program activities with our donors. The planned gift requires a relationship orientation, as opposed to a transactional orientation. Keeping up sustained engagement with donors for many years (and with their estate after their death) may seem overwhelming for organizations with very little staff support. Learn from our seasoned experts how to develop a program built on best practices and strategic decision-making. Presenters: Colleen DeJager & Peggy Killeen
Understanding the Gift Planning Process: How to Skillfully Use Gift Vehicles to Facilitate Strategic Philanthropy
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. Presenters: Grant Monck, Doug Puffer
The Essential Interpersonal Skills to Engage in the Strategic Philanthropy Conversation
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? In this seminar you will learn the professional skills necessary to succeed as a leadership fundraiser, including the ability to articulate the goals of your organization, act as a partner with the donor, and demonstrate confidence and ease in conversation with donors. Presenters: Ken Ramsay, Peggy Killeen, Rob Henderson
Being at the Table: Strategic Gift Planning Partnerships with Your Donor
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 is a panel presentation of our experts in strategic philanthropy. Presenters: Ed Sluga, Ken Ramsay, Grant Monck, Peggy Killeen
Strategic Philanthropy in the Comprehensive Campaign
Traditional capital campaigns have been transforming in recent years as donors increasingly use assets to contribute to your organization. Now, as we are realizing that these types of asset gifts are imperative to securing campaign targets, and as those targets increasingly include substantial endowment fund goals, understanding strategic philanthropy and its place within the new capital campaign is essential for any professional involved with these programs. Presenters: Linda Henry, Doug Puffer
As Canada’s leading consultants in planned giving, PGgrowth brings unmatched experience and expertise. With real-time case studies and follow-up templates, resources and working documents, you will leave with an understanding of how to immediately lead your strategic philanthropy program to new levels of excellence. Learn more about our team.
Join us and build your strategic philanthropy skills now