The Strategic Philanthropy Seminar Series 2021–22: Foundations Series

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

Doing something about planned giving at your organization but not sure if it’s enough or the right thing? Or maybe you’re not doing anything at all yet? Join us to learn the eight parts of a proactive integrated planned giving program and what your best next step should be.

Planned giving is an area with tremendous growth potential for most organizations. Indeed, it’s shown itself to be a cornerstone to organizational resiliency over the past two years. If your organization is not benefiting from a pipeline of planned gifts, our experts can help you understand what it will take to build this important revenue stream at your organization.

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. You will have live access to three seminars held over the 2021–22 season, plus our resource library that includes the recording of each seminar, previous years’ seminars, and additional samples and templates.

Individual access – $150
Includes one login for the full series.

Organizational access – $400
Includes unique logins for your entire team for the full series.

See seminar descriptions and individual purchasing options below.

Read our refund & substitution policy here.

What is a truly proactive planned giving program? And where do you start?

November 18, 2021, 12 pm–1:30 pm EST

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.

In this seminar you will learn:

• The key elements of an integrated program and why they are necessary.
• What a proactive planned giving program includes, as opposed to a passive or active program.
• Case studies of organizations that believed they were fully engaged in this area and what they were missing, plus examples of organizations who went from little impact to significant revenue gains and what it took to get there.

Your presenters: Ed Sluga & Neil Williams

Considering and creating your integrated planned giving program, part 1: How do we engage with staff and board stakeholders?

February 10, 2022, 12 pm–1:30 pm EST

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?

In this seminar you will learn:

• What a staffing plan looks like for an integrated program (includes a calculator to adjust staffing needs based on the size of your donor base).
• What items to consider when creating a budget that supports an integrated planned giving program.
• How to handle reporting and projections, ensuring these tools give you an accurate picture of your organization.
• How to secure a commitment from your leadership team, what they really need to know, and why this matters.

Your 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?

April 21, 2022, 12 pm–1:30 pm EST

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.

In this seminar you will learn:

• How to engage new donors in your planned giving program – what marketing plans and tactics make the most sense for your organization.
• The often-forgotten art of engaging the humanness of our donors – donor recognition and stewardship.
• Necessary policies and procedures for a planned giving program – keeping your donors and staff out of potentially dangerous areas.
• How we honour a donor’s gift by ensuring their intentions are followed – understanding gift administration.

Your presenters: Colleen DeJager & Peggy Killeen